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Re: cptbac post# 627123

Thursday, 08/31/2023 11:04:23 PM

Thursday, August 31, 2023 11:04:23 PM

Post# of 725120

the 26/27 timeframe



“The Roth IRA five-year rule says you cannot withdraw earnings tax-free until it's been at least five years since you first contributed to a Roth IRA account.”

[edit:]

And

“each Roth IRA conversion is subject to a separate five-year holding period. Doing several conversions over the years will require you to keep track of each five-year period carefully to avoid triggering any unexpected penalties.”
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