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Retirement Planning
Chapter 8: IRAs & Roth IRAs/NONQUALIFIED DISTRIBUTIONS FROM ROTH IRAs
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Chapter Study Session

Chapter 8: IRAs & Roth IRAs

NONQUALIFIED DISTRIBUTIONS FROM ROTH IRAs

01.Core Concepts

Subject to 10% Penalty Subject to Taxation? Order of Distributions No No Contributions 1 Yes, within five years of conversion* No Conversions 2 Yes* Yes Earnings 3 * Exceptions to the 10% early withdrawal penalty are the same as the exceptions for traditional IRA distributions.