Exceptions to the five-year rule. After opening and contributing to a Roth IRA, you’ll need to wait five years to begin tax-free withdrawals of investment earnings. “The very first ...
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Ask an Advisor: I'm Converting $700k to a Roth Because I Need to Take RMDs Soon, But I'm Starting to Get Conflicting Info About Waiting Five Years?5-Year Rule for Roth IRAs The first five-year rule dictates that you must wait five years after your initial contribution to a Roth IRA before you can make tax-free withdrawals of any investment ...
The first five-year rule states that you must wait five years after your first contribution to a Roth IRA to withdraw your earnings tax-free. The five-year period starts on the first day of the ...
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What Is the Roth IRA 5-Year Rule?What Is the Roth IRA 5-Year Rule? After opening and contributing to a Roth IRA, you’ll need to wait five years to begin tax-free withdrawals of investment earnings. “The very first ...
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