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Retirement tax questions
Hey Margaret - Thx for the speedy reply. Just to confirm the facts: I am 65 years old and the money has been in the Roth for more than 5 years, hence it is not penalized or taxable. Do I still need to report it ? If so - would it be better to wait and see if I get audited since it is not a taxable event? Many thanks, Tom
‎June 4, 2019
12:57 PM