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Retirement tax questions
@frankloc76 wrote:
Okay-- so there is no 5 year clock on any money I convert into the old Roth going forward. Is that Correct OPUS?
Correct. The basic 5 year clock for all Roth IRAs still applies no matter your age, but you seem to have met that many years ago. You don't have to keep track of the 5 year conversion clock after age 59-1/2.
‎December 7, 2023
12:09 PM
1,478 Views