Directed distributions from Roth assets are not taxable if the withdrawal is taken (i) at least five tax years from the year of your first Roth 401(k) contribution; and (ii) on or after the date on which you reach age 59 1/2 (or upon disability or death). Otherwise, the earnings on your withdrawal are taxable.
Will my direct distribution of Roth assets be taxed? Print
Modified on: Tue, 30 Aug, 2022 at 8:57 AM
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