How the 2 Roth IRA 5-Year Rules Work

Jul 2, 2018 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Print AAA
Add to My Archive
My Folder

My Notes
Two 5-year rules are the benchmarks that determine whether distributions from a Roth IRA are subject to income tax and/or the 10% early distribution penalty. Advisors should encourage clients to keep careful records of Roth activity, lest they get inappropriately charged.

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

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.