Suggestions

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Roth IRA Withdrawals from only contributions and conversions >5 years old

Enhance the Liquidity and Withdrawals from Roth IRA accounts to support the option to withdraw only contributions and conversions >5 years old without early withdrawal penalty before the qualified withdrawal age, and provide the option to either keep regular earnings until the qualified age or pay the penalty.

12 votes

Tagged as Suggestion

Suggested 21 March 2023 by user Al

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  • 21 March 2023 Al suggested this task

  • 21 March 2023 Kyle Nolan approved this task

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    David Akre

    This would be super helpful. It’s hard to successfully model Roth withdrawals today without this.

    15 January