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The five-year rule applies in three situations: You withdraw earnings from your Roth IRA. You convert a traditional IRA to a Roth IRA. You inherit a Roth IRA.
The 5-year rule for Roth IRAs means that at least 5 years must elapse between the beginning of the tax year of your first contribution to a Roth account and withdrawal of earnings.
The Roth IRA has a set of guidelines, known as the five-year rule, that can impact taxes and penalties on your withdrawals. The rules apply to withdrawing earnings, conversions, and inherited...
The Roth IRA five-year rule states that you can’t withdraw earnings tax-free unless it’s been five years or more since you first contributed to a Roth IRA. But that restriction...
The Roth IRA five-year rule lets you withdraw your earnings tax- and penalty-free if you've had the account for at least five years after your...
This rule for Roth IRA distributions stipulates that five years must pass after the tax year of your first Roth IRA contribution before you can withdraw the earnings from the account tax-free.
The Five-Year Rule for Roth IRA Contributions. To be deemed “qualified” to receive tax-free distributions from a Roth IRA, the account holder must meet the requirements of the five-year rule.
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