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A look at the Roth IRA five-year rule

$225.00

SKU: WMAnd213. Category: .

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Abstract: To ensure that Roth IRA withdrawals are tax- and penalty-free, it’s critical to comply with the so-called five-year rule. This article reveals that there are actually two separate five-year rules: One for withdrawals of earnings and one for withdrawals of converted principal. It explains why the rules can be hard to follow.

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