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Ask The Expert: Converting to a Roth

Q:
Asked by Shelley 8/8/12

I’m thinking of converting a portion of my IRA to a Roth in 2012, and then another portion in 2013. How does the “five-year rule” work in that situation? Can I take all of it out tax free in 2017? Or does each conversion have a separate 5-year restriction on withdrawals?

A:
Answered by 8/24/17
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