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Games Talk

Re: IRA to Roth IRA Conversions 5-year rule

Thank you!
bbhoover 01-07-2026 02:07 PM
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Games Talk

IRA to Roth IRA Conversions 5-year rule

Hello, I am 69 years old.Yearly, I have been converting qualified funds from an IRA to a fully matured Roth IRA. Both accounts are at a local bank.Does a new 5-year rule apply to each conversion?  Thanks,Burt
bbhoover 01-06-2026 10:13 PM
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Games Talk

Re: IRA to Roth IRA Conversions 5-year rule

Thank you!
bbhoover 01-07-2026 02:07 PM
0
Replies
0
Kudos
56
Views

Games Talk

IRA to Roth IRA Conversions 5-year rule

Hello, I am 69 years old.Yearly, I have been converting qualified funds from an IRA to a fully matured Roth IRA. Both accounts are at a local bank.Does a new 5-year rule apply to each conversion?  Thanks,Burt
bbhoover 01-06-2026 10:13 PM
1
Reply
0
Kudos
140
Views

Games Talk

Re: IRA to Roth IRA Conversions 5-year rule

Thank you!
bbhoover 01-07-2026 02:07 PM
0
Replies
0
Kudos
56
Views

Games Talk

IRA to Roth IRA Conversions 5-year rule

Hello, I am 69 years old.Yearly, I have been converting qualified funds from an IRA to a fully matured Roth IRA. Both accounts are at a local bank.Does a new 5-year rule apply to each conversion?  Thanks,Burt
bbhoover 01-06-2026 10:13 PM
1
Reply
0
Kudos
140
Views
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