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Found 2 results

  1. Oldtpa
    Haven't been able to find an answer to this question anywhere: A 50 year old client has a ROTH IRA that only has the funds that were converted from a traditional IRA (including earnings) a year ago. The owner wants to take a distribution (no earnings) and he would owe 10% early withdrawal penalty for breaking the 5 year rule on conversion funds. No problem here, however, he meets the qualifications for a covid-19 distribution which are not subject to the 10% early withdrawal penalty. Would this exemption for a CRD override the 10% early withdrawal penalty for breaking the 5 year rule? I've been unable to find any clarification on this. Anyone have any thoughts or cites on this? Thanks
  2. JKY
    - 401k distribution to terminated participant's IRA. - IRA owner decides to convert the rollover to ROTH. Question: Do the converted ROTH assets continue to receive unlimited asset protection?
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