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What is the Roth IRA 5-year rule? When it applies, whom it affects

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What is the Roth IRA 5-year rule? When it applies, whom it affects

The Roth IRA 5-year rule applies in three situations: withdrawing account earnings, converting a traditional IRA to a Roth, and inheriting a Roth IRA.

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What is the Roth IRA 5-year rule? When it applies, whom it affects

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What is the Roth IRA 5-year rule? When it applies, whom it affects

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