Featured Jobs
|
Regional Vice President, Sales MAP Retirement
|
|
MAP Retirement
|
|
MAP Retirement
|
|
Sentinel Group
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
Retirement Relationship Manager MAP Retirement
|
|
DWC - The 401(k) Experts
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
BPAS
|
|
Pension Investors Corporation
|
|
Pattison Pension
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Understanding the 'Five-Year Clock' to Avoid Roth Distribution Penalties
Lord Abbott 
Sept. 7, 2022 "The five-year clock does not restart for each Roth contribution or new account owned. Instead, all an individual's Roth IRAs are aggregated, allowing for an owner to roll over or transfer their Roth IRA to a new IRA custodian without restarting the five-year requirement. The only exception to this rule applies to inherited Roth IRAs or Roth 401(k)s." |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |