Roth IRA Withdrawal Rules – Kiplinger

When can you withdraw money from your Roth without penalty?

It is not an easy question to answer.

Roth IRA Withdrawal Rules – Kiplinger.

 

And just as misunderstood are the rules for beneficiaries of inherited Roth IRAs. Beware the penalty and time requirements.

 

About Larry Frank, Sr.

Larry R Frank Sr., MBA, CFP®, is an experienced financial advisor and a published author on Retirement Planning Research. Have a financial question? Click Here to Ask Larry

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2 Responses to Roth IRA Withdrawal Rules – Kiplinger

  1. Larry Frank, Sr. January 1, 2014 at 2:08 pm #

    More explanation and examples for these TWO different 5 year rules:
    http://www.kitces.com/blog/understanding-the-two-5-year-rules-for-roth-ira-contributions-and-conversions/

  2. Larry Frank, Sr. January 27, 2014 at 4:13 pm #

    2014: Differences between 401(k), Roth 401(k) and Roth IRA

    http://www.theslottreport.com/2014/01/differences-between-401k-roth-401k-and.html

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