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Retirement tax questions
@fireman0175 to make it simple, if you meet these two conditions, NOTHING that is distributed from the Roth IRA will ever be subject to any tax:
1) you are over 59.5 years old AND
2) your oldest Roth account has been open for at least 5 calendar years.
doesn't matter if they money is contribution dollars, conversion dollars or earnings. It's all tax free.
March 29, 2025
2:31 AM
1,025 Views