The most misunderstood Roth conversion tax rule
October 8, 2019 by Ed Slott
Once Roth IRA funds have been held for five years and the Roth owner is 59½ years old, there are no more tax rules to know because all distributions will be tax- and penalty-free forever, including distributions to beneficiaries.
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Originally Posted at InvestmentNews on October 8, 2019 by Ed Slott.
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