What is the 5-year rule on a Roth IRA?

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Planning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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