Video Tips: Roth IRA 5-Year Rule - What Is It? The 5-year qualifying period for Roth IRAs is a crucial component in determining the tax implications on distributions. As tax preparers, having a clear grasp of this timeline helps in providing accurate guidance to clients regarding tax-free withdrawals of earnings. Understanding that this period is not always a full 60 months is essential for effective tax planning.
https://www.integrityaccountin....ggroup.com/blog/vide