jefals
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Hi fanfare,Yeah, at this point, I'm way past the "growth" phase. Now retired, I live on social security and dividends. So I'll be taking those dividends out.I w...
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Great!Thanks much for clearing that up!
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Just "chewing over" this part a little....Any withdrawal you make before 1/1/2026 will be both early and non-qualified. The "price" for making a non-qualified w...
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Got it. Thanks Opus.Ok, then, so as long as I don't take anything out till 1/1/2026, I'm "home-free". (Even tho it's a "5 year rule, it's more like a 4 year rul...
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Another way to ask this, taking this from your reply..."Ifthis is your first ever Roth IRA account, opened 12/31/2021, then the 5 tax-year period runs from 2021...
Activity Feed for jefals
- Posted Can I use the "taxpackagesupport" K-1 as is? on Business & farm. May 12, 2025 3:43 AM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 3:47 PM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 2:34 PM
- Cheered Re: What is the 5 year rule for a roth conversion for Opus 17. January 6, 2022 2:32 PM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 2:26 PM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 2:06 PM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 1:24 PM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 1:17 PM
- Posted Re: What is the 5 year rule for a roth conversion on Retirement tax questions. January 6, 2022 7:21 AM
- Posted What is the 5 year rule for a roth conversion on Retirement tax questions. January 5, 2022 9:30 PM