What to Know About the Five-Year Rule for Roths - Charles Schwab
2 days ago · Designated Roth account rolled over to another Designated Roth account (e.g., Roth 401(k) to Roth 401(k)): Generally, the five-year holding period is based on whichever account is older. For example, if you transferred all the assets from a 10-year-old Roth 401(k) from your …
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Roth IRA Withdrawal Rules - Charles Schwab
1 week from now
Roth IRA withdrawal guidelines. Before making a Roth IRA withdrawal, keep in mind the following rules to avoid a potential 10% early withdrawal penalty: Withdrawals must be taken after age …
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