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Post# of 820743
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KevGee59

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KevGee59

Re: sukus post# 799026

Thursday, 11/20/2025 10:06:27 PM

Thursday, November 20, 2025 10:06:27 PM

Post# of 820743
Yeah...that's what I did...was asked Grok. But the Fidelity page that Follower posted explains it the way you are saying.

That if a person is 59 1/2 or older...AND the Roth has been funded for 5 years or more. Then the Conversion and Earnings are tax and penalty free.

Good convo...thanks!

"What one man can do...another man can do" - The Edge -

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