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Remove milestone "Roth conversion vested" based on age

”…individuals age 59 1/2 and older are not subject to the early withdrawal penalty even if they do not meet the five-year rule on conversions.” I plugged in making Roth Conversions from age 70 - 75, but am now seeing milestones later saying that the “Roth conversion is vested”. If I’m understanding correctly, after age 59.5 we don’t need to worry about conversions being vested. Would be nice to remove the clutter if so. Thanks!

Related: www.bankrate.com/retirement/convert-to-roth-ira/

1 vote

Tagged as Suggestion

Suggested 24 December 2023 by user QuinGold

Moved into Completed 02 January