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If I did a Roth IRA conversion and am over 591/2, what facts have to be present so that all converted funds are not subject to tax or penalty?

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For no tax or penalty to apply on distributions of Roth IRA funds, two things need to happen. The Roth IRA holder must be over the age of 591/2, AND The Roth IRA account must have been opened for at least 5 years. For more information on the self-directed Roth IRA LLC, please contact a [...]

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