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Retirement tax questions
Thanks to all for your responses. Upon reading your replies, I realized I misrepresented my circumstances. I’m AM talking about a conversion and not a normal contribution therefor It appears I’ll have to keep the 5 year waiting period in mind. The IRS flow chart is a bit misleading in that I can answer the first two questions with a yes which tells me my future withdrawals should be qualified but other things I’ve read tells me to be careful not to trigger the penalty for not waiting 5 years on potential gains
March 25, 2020
1:47 PM