Close

Blog

Video Tips: Roth IRA 5-Year Rule - What Is It?

Video Tips: Roth IRA 5-Year Rule - What Is It?
The 5-year qualifying period for Roth IRAs is a crucial component in determining the tax implications on distributions. As tax preparers, having a clear grasp of this timeline helps in providing accurate guidance to clients regarding tax-free withdrawals of earnings. Understanding that this period is not always a full 60 months is essential for effective tax planning.



Have a Question About This Topic?

I confirm this is a service inquiry and not an advertising message or solicitation. By clicking “Submit”, I acknowledge and agree to the creation of an account and to the Terms of Use and Privacy Policy.
Share this article...

NEVER MISS A STORY.

Sign up for our newsletters and get our articles delivered right to your inbox.

Back to Article List