Yes I believe the five year rule is correct, but you won't have to look into or worry about it for 25 years! : ) I have one year and then all my Roth money is tax free penalty free! Weeee! Yes my Roth is at Fidelity. Do you invest with them as well? I am putting some of the bigger growth stories in the Roth for the purpose of large gains tax free, like GBTC, the bitcoin trust fund many billionaires are entering!! At just over $500 a share, what's not to like? LOL!! Good luck to both of us!!
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