IRA Tools for Advisors /Roth IRA Withdrawal Ordering Rules: Free Quick-Reference Flowchart

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Roth IRA Withdrawal Ordering Rules: Free Quick-Reference Flowchart

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This free, one-page flowchart explains the Roth IRA withdrawal ordering rules and helps identify when distributed amounts may be taxable or subject to the 10% additional tax.

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Roth IRA ordering rulesV2.pdf
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