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bluebird50

11/28/20 10:45 AM

#49069 RE: Xman1959 #49064

I was trying to confirm this a few days ago.... so it’s 5 years from (1st) deposit??

So if my Roth with TD was established 15 years ago? I’m free and clear is how I’m reading this?

I thought I was subject to 10% penalty prior to retirement aside from your stated clauses....

Hmmm...
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JW2020

11/28/20 11:14 AM

#49076 RE: Xman1959 #49064

I am a few years away from retirement age do i have to fully cash out of a stock. Or can i transfer my stock holdings to Roth IRA without selling any of them?