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
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
E5: sorry for any confusion. I have found my answer.Regards,sheila
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra