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Retirement tax questions
Just to clarify - maybe I am misunderstanding you. If you roll an Roth 401(k) into *an existing* Roth IRA that has *already* met the 5 year clock then the Roth 5 year holding period applies to *all* funds in the account, including any that were rolled from the Roth 401(k).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎September 3, 2021
7:30 PM