News Focus
News Focus
icon url

KevGee59

11/20/25 10:06 PM

#799028 RE: sukus #799026

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!