Featured Jobs
|
July Business Services LLC
|
|
Client Relationship Manager (401k) Prime Benefits
|
|
EPIC RPS
|
|
Moss, Luse & Womble, LLC
|
|
MAP Retirement
|
|
Senior Retirement Plan Administrator Daybright Financial
|
|
BPAS
|
|
Daybright Financial
|
|
The MandMarblestone Group, llc
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Product Counsel, ERISA & Operations Human Interest
|
|
Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
|
|
Retirement Plan Compliance Manager Conrad Siegel
|
Free Publications
|
|
Roth IRA Distribution Ordering Rules
Slott Report 
[Guidance Overview] Sept. 7, 2022 "There is no such thing as FIFO ('first in, first out') with a Roth IRA. LIFO ('last in, first out') and pro rata also have zero bearing on Roth IRA withdrawals. In fact, there is a simple ordering procedure for Roth IRA distributions: Contributions come out first. When they are depleted… Converted dollars come next. When they are depleted… Earnings come out last. That's it. Those are the ordering rules, and it does not matter from which Roth IRA you take a distribution." |
| 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). |