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5-Year Period Starts Anew After Rolling from Roth 401(k) to Roth IRA?
BenefitsLink Message BoardsLink to more items from this source
Sept. 29, 2021

"I am 62 and retired. I have a Roth 401(k) which has satisfied the five year period for taking tax-free earnings. I plan to roll this Roth 401(k) account into a Roth IRA. Does the five year period start anew?"

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