Will a Distribution From My Roth IRA Be Taxed?

December 09, 2020

There are several unique circumstances that will result in a distribution from a Roth IRA being taxed or penalized.  Even though these situations are rare, remembering all the distribution rules can be difficult. This flowchart will help you quickly identify any circumstances that have an impact on how a distribution is taxed.

Download the flowchart here.

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