Can You Convert an RMD Into a Roth IRA? Do You Have To Wait 5 Years to Touch Your Converted Roth?
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- Опубликовано: 29 авг 2024
- Can you take a Required Minimum Distribution, pay the taxes, and convert that amount into an IRA? Does the 5-Year Rule apply to Roth conversions and does a new 5-year period start each time you make a conversion? In this show we answer both of these very common (and misunderstood) questions.
Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies:
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I opened a Roth IRA 20 yr ago, I had $30,000 in it. But Closed it. Does that count or does Roth IRA Have to remain open to keep 5 yr window open?