This is a completely separate five-year rule coveringRoth IRA conversionsfrom a traditional IRA or 401(k). Importantly, each Roth conversion has its own five-year holding period, which starts on January 1 of the year in which the conversion occurs. Under this rule, if you withdraw converted ...
Nuts and Bolts of Five-Year Rule on Roth IRAs.The article presents an answer to a question about the five-year rule for Roth individual retirement account (IRA) conversions in the U.S.GreeneKellyEBSCO_bspWall Street Journal Eastern Edition...
if you were considering, say, a Roth conversion this year, typically we’ll wait until the end of the year to kind of calculate how much to do, how much to move out. But now is really the opportune time because the markets just took a dip...