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Retirement tax questions
However, although they serve the same purpose as a factor in determining whether or not distributions are qualified distributions, the 5-year rule for the Roth 401(k) is separate from the 5-year rule for your Roth IRAs. One does not carry over to the other, so you might have met the 5-year qualification period for one and not the other.
‎February 23, 2023
7:56 PM
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