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Stephen J. Hall CLU,ChFC
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  • April Caudill, JD,CLU,ChFC,AEP

    RE: 5 Year Tax Rule on ROTH IRA rollover

    Posted in: Retirement Counse...

    FWIW, I agree with Michael's response, and the correct authority for this is cited in the artlcle he links below! April Caudill, JD, CLU, ChFC,

  • Anthony R. Bartlett, CASL,ChFC

    RE:5 Year Tax Rule on ROTH IRA rollover

    Posted in: Retirement Counse...

    Thank you for the insight Michael.

  • Michael E. Kitces, MSFS,MCFP,CLU,ChFC

    RE: 5 Year Tax Rule on ROTH IRA rollover

    Posted in: Retirement Counse...

    Fred, With all due respect to our colleagues here, the prior responses in this thread were incorrect. Under Treasury Regulation 1.408A-10, Q&A-4(a), the holding period...

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