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3 Roth Rules to Know

Tax type #2 in our series is ‘Roth.’ 📺 (Be sure to watch all three videos in our ‘Tax Types’ series.) You just watched the ‘Roth’ breakdown—here’s the takeaway: Choosing between Traditional and Roth isn’t about which one is “best.” It’s about one question: 📍Do you want to pay taxes now, or later? In this video, Oxford Wealth Advisor Austin Fetch covered how Roth contributions work—why they’re funded with after-tax dollars, what the 59½ and 5-year rules mean for your earnings, and why phantom income (capital gains, dividends, interest) inside a Roth doesn’t appear on your tax return. Key points discussed: • No tax deduction for Roth contributions • Contributions can be withdrawn anytime, tax- and penalty-free • Earnings may be tax-free once IRS requirements are met • Tax-free withdrawals can provide flexibility in retirement • Many investors consider tax diversification across account types It’s about understanding your options and making informed choices. Find parts 1 and 3 next! For help evaluating your own situation, connect with our team. ============================================================================ 📅📅 𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗿𝗲𝗾𝘂𝗲𝘀𝘁 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗰𝗮𝗹𝗹! https://oxfordretirement.com/schedule... ============================================================================ 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @oxfordretirement   ============================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook:   / oxfordretirement   Instagram:   / oxfordretirement   LinkedIn:   / oxford-retirement-&-estate-planning-inc   #Roth #TaxTypes #InvestingStrategy #SavingsDiversification #RetirementPlan #DareToRetire #FinancialAdvisor #OxfordRetirement DISCLOSURE: Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Investment advisory products and services are through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor, and are marketed under Oxford Retirement & Estate Planning. AEWM does not offer insurance products. The insurance products offered are not subject to Investment Advisor requirements. AEWM and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not under common control or ownership. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliance income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 3548304 - 12/25