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re: Withdrawing from Roth IRA ?
Posted on 8/18/19 at 11:42 am to purpngold
Posted on 8/18/19 at 11:42 am to purpngold
When you moved the Roth account(s) from one firm to another, the new firm would have asked for how much of the total at that time was basis/contributions and how much was earnings.
The new/newest firm should know how much of the total was basis at their start date and how much new contributions you've made since then. That new total should be your penalty-free withdrawal limit.
The new/newest firm should know how much of the total was basis at their start date and how much new contributions you've made since then. That new total should be your penalty-free withdrawal limit.
1
Posted on 8/18/19 at 11:56 am to Huey Lewis
Lewis,
Very helpful. Thanks!
Very helpful. Thanks!
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