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Retirement tax questions
Another way to ask this, taking this from your reply...
"If this is your first ever Roth IRA account, opened 12/31/2021, then the 5 tax-year period runs from 2021 through 2025. Your withdrawals will not be qualified until 1/1/2026".
Does this 5 year period still apply if I am over 59 1/2 when I do this first conversion?
‎January 6, 2022
1:24 PM