Roth Quadrants Reference Chart
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Roth Quadrants Reference Chart

10 months ago · 343.3 KB Download

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While Roth IRAs are great in many respects (tax-free growth and tax-free withdrawals for qualified distributions) they can be confusing in other ways. This chart helps you answer some of the tougher aspects like:

  • What is the distribution hierarchy or ordering rules for Roth IRA assets?

  • What is the 5-year rule for Roth IRAs and when do that apply?

  • How can I avoid the 10% early withdrawal penalty on distributions?

  • Do you have to take a required minimum distribution from

Download the Roth Quadrants Reference Chart

File name: roth-quadrants-11x17.pdf

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