- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Roth IRA 5 Year Rule Question
I had a Roth IRA with a brokerage company for 12 years. To consolidate my various accounts, I created a Roth IRA at another company in February and moved over those existing funds. I haven't found clear guidance in the regulations - does the 5 year rule restart since it is a new Roth IRA or are those existing funds already past their 5 year clock?
Thanks
Topics:
‎April 29, 2025
5:16 AM