Let's further clarify:
Forever Rule (Tax Free Clock) applies to earnings, which determines if earnings withdrawals are tax free. Your contributions from 20 yea...
Thank you for the follow up questions:
Yes, there are two different distinct 5 year rules for a Roth IRA. The Earnings 5-Year Clock (The "Forever Rule"): The e...
Hello Opus 17,
Your conclusion that strategy C - Roth 401Kis likely the best choice is correct.
You cannot take the inherited 100K and contribute into your 40...
Hello Liangtwn:
Let's review:
*The appreciation $10 ($120-110) of the share is treated as the earnings, correct?
The $10gain is classified as earnings in the ...
Hello user ccgc999,
In addition to above answer.
Most major financial websites (like the ones mentioned in previous answers) have RMD calculators where you en...
