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Re: marty260 post# 124435

Tuesday, 04/08/2008 12:46:51 AM

Tuesday, April 08, 2008 12:46:51 AM

Post# of 363139
I did a transfer of EHRE stock a number of years ago as well, and my take on it is that after transfer to a Roth, the transferred entities stay under the same rules as a traditional IRA for five years - so during those five years they can be withdrawn under the traditional IRA rules. That differentiates a transfer to a Roth from other contributions to a Roth, where the age of the Roth account itself governs the five-year waiting period, and not each contribution individually.

edit: Sorry, texasspeculator, seems you covered this much more comprehensively while I was typing.