How Does the 5-Year Rule for Roth Withdrawals Apply to Inherited Roth IRAs?

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Your Money, Your Wealth

Your Money, Your Wealth

Күн бұрын

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@YourMoneyYourWealth
@YourMoneyYourWealth 2 ай бұрын
"The 5-Year Rules for Roth IRA Withdrawals" is a free download that gives more details about when you can take money from your Roth accounts without penalty: purefinancial.com/white-papers/rules-for-roth-ira-withdrawals/?.com&YMYW-492-nIhFf62vIpE
@keithmachado-pp6fv
@keithmachado-pp6fv 2 ай бұрын
Thanks for the book Andi. You guys are the best. There actually is another 5 year rule for an inherited IRA which I don’t think your caller was referencing which is the 5 year rule to withdraw the funds if it’s in an estate or a trust (10 year rule for trust if can look through to beneficiaries).
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