5 Key Facts on the Roth IRA 5-Year Rule for Tax-Free Distributions

Aug 6, 2018 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Print AAA
Add to My Archive
My Folder

My Notes
Save
The five-year period is one of the requirements that must be met for a distribution from a Roth IRA to be qualified and therefore completely tax-free. When tracking this five-year period, one must have a clear understanding of which transaction starts the clock and which ones do not. One should also be aware of circumstances that accelerate the five-year clock for certain individuals.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.