Timeline for Rule of 55 with a 401(k) plan with mixed Roth and 401k contributions
Current License: CC BY-SA 4.0
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| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| yesterday | history | became hot network question | |||
| yesterday | comment | added | MTA | Off topic but related: Look up and understand the various 5-year rules for Roth IRAs. (See IRS Pub 590A and 590B) If a Roth IRA will ever play a role in your retirement planning, figure out if you will ever be in a situation where you say, "Dang it, I can't do (XYZ) without a penalty because I haven't had a Roth IRA for 5 years!" If so, open a minimal Roth IRA now. Anywhere, any amount will start the 5-year clock. | |
| yesterday | answer | added | jfk2127 | timeline score: 3 | |
| yesterday | comment | added | user662852 | @DStanley an annual bonus separate from the matching | |
| yesterday | answer | added | mhoran_psprep | timeline score: 3 | |
| yesterday | comment | added | D Stanley | What is "Employer Optional"? | |
| yesterday | history | asked | user662852 | CC BY-SA 4.0 |