How the 2 Roth IRA 5-Year Rules Work

Jul 2, 2018 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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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.

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