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To: pgyanke

I just paid 1000 on taking my roth out last year.

I had the Roth in my 401 k for ten years. I moved to a Schwab account in 2021 and the clock for 5 yr holding period started over in 2o21. I took it out last year so it was considered under 5 yr holding


39 posted on 03/17/2024 9:02:23 PM PDT by Recovering Ex-hippie (The 2020 election Trump victory determines the fate f America and Freedom.)
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To: Recovering Ex-hippie
Talk to your CPA. Roll to new plan.
57 posted on 03/18/2024 5:25:55 AM PDT by pgyanke (Republicans get in trouble when not living up to their principles. Democrats... when they do.)
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