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Lecture Employee benefits and retirement planning - Chapter 6: Roth IRA

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This chapter provides an overview of the Roth IRA. Following the same format as the previous chapter, it first discusses what is the Roth IRA, when is it indicated, and advantages and disadvantages. Tax implications are covered, including contribution rules, distribution rules, and rollovers. Following a brief section on where to find out more, the chapter concludes with a question and answer section. |