qbteachmt
Level 15
03-23-2023
12:41 PM
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"The account is less than 5 years old."
That's not the rule. The rule is "any Roth IRA account." Not just that specific one. If they have another which qualifies, this distribution would fall under that provision.
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.