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Why cant I withdraw from my Roth IRA?

To make a tax and penalty-free withdrawal of the Roth IRA earnings, you must be at least age 59 or older and held the Roth IRA for at least five years since the first contribution. If you have multiple Roth IRAs, the five-year rule applies to the first contribution you made to any of the Roth IRAs.

How do I withdraw from my Roth IRA for retirement?

In general, you can withdraw your Roth IRA contributions at any time. But you can only pull the earnings out of a Roth IRA after age 59 1/2 and after owning the account for at least five years. Withdrawing that money earlier can trigger taxes and an 10% early withdrawal penalty. However, there are many exceptions.

Can I withdraw from Roth IRA without penalty?

Because you already paid taxes on the money youve contributed to a Roth IRA, you can withdraw your contributions any time, without penalty. The key word there is contributions the money you put into the account. Different rules apply to your investment earnings.

What do I do with my Roth when I retire?

You can keep contributing to a Roth IRA after retirement, as long as you have some earned income. Roth IRA contributions arent tax-deductible on an up-front basis.

What tax form do I use for Roth IRA withdrawal?

When you withdraw money from your Roth IRA, you must report it on Form 8606, Nondeductible IRAs. This form helps you track your basis in regular Roth contributions and conversions. It also shows if youve withdrawn earnings.

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