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Roth Conversion 5 year withdrawal rules
I have questions about conversions from a traditional IRA to a Roth IRA. I understand that I have to wait 5 years before withdrawing the funds from the Roth. But during the five years, can I trade the equities in the Roth account but not withdraw the funds? And is each conversion tracked separately based on the amount transferred and not the equity transferred? How does that work if an equity changes in value so the amount is different then the original transferred amount?
‎October 30, 2024
9:31 AM