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ferretmoney

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ferretmoney

Re: Princetonstreet post# 150366

Wednesday, 10/17/2018 10:43:28 PM

Wednesday, October 17, 2018 10:43:28 PM

Post# of 427493
“You have to look at your holding periods for ROTH based on age and time you held the monies in the ROTH for proper Federal tax.“

As long as the Roth account holder is older than 59 1/2 and as long as the account has been open for five years minimum I’m not aware of any circumstance that would make a withdrawal taxable. Do you disagree with that?
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