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Author: sheilaoliver Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 169  
Subject: Roth situation question Date: 12/1/1999 7:30 AM
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I established Roth first year (1998) available - at Vanguard. Followed this with a conversion. My question is this: if I put my yr 2000 Roth contribution of $2000 into a stock purchase with Waterhouse online, isnt it aged (lack of a better term)2 years already, aiming at the 5 year requirement for tax free withdrawal, by virtue of my original contribution at Vanguard? How does Waterhouse know this should I choose to withdraw it first? How does IRS know?

Thank you very much.

Respectfully,
Sheila
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Author: Elect5 Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 125 of 169
Subject: Re: Roth situation question Date: 1/29/2001 10:21 PM
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Hi Sheilaoliver,
I'd like to answer your question, but it isn't clear what you have done nor what your qusetion is. Try again.

Elect5

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Author: sheilaoliver Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 126 of 169
Subject: Re: Roth situation question Date: 1/30/2001 7:44 AM
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E5: sorry for any confusion. I have found my answer.
Regards,
sheila

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