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.

Share this article...

Want our best tax and accounting tips and insights delivered to your inbox?

Sign up for our newsletter.

I confirm this is a service inquiry and not an advertising message or solicitation. By clicking “Submit”, I acknowledge and agree to the creation of an account and to the and .

Our Office

By Appointment Only

1020 William Blount Drive
Maryville, Tennessee 37801
FAQs Have questions about Lawson Bookkeeping & Tax and our services?
Leave us a message or ask our Smart Assistant a question to get more info.
Please fill out the form and our team will get back to you shortly The form was sent successfully