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Investment版 - Roth IRA five-year rule question
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1 (共1页)
v*****e
发帖数: 212
1
You have until April 15 of the following calendar year to make a Roth IRA
contribution for any tax year. For example, a Roth IRA contribution made in
March 2010 for the tax year 2009 starts the five-year clock on January 1,
2009.
我的问题是,我先在一个broker那开了roth ira account,make a contribution,几年
后在另一家broker开了roth ira account,再contribute,那么这个contribution的5 -
year clock 是从哪里算起?是以我人生中第一笔contribution为依据,还是以这个帐
号的第一笔为依据?谢谢大家为我释疑。
h*w
发帖数: 1182
2
人生吧
For an individual who has more than one Roth IRA, the five-year clock
usually starts with the Roth IRA that received the earlier funding.
有个例子可以看
http://www1.investopedia.com/articles/retirement/04/091504.asp

in

【在 v*****e 的大作中提到】
: You have until April 15 of the following calendar year to make a Roth IRA
: contribution for any tax year. For example, a Roth IRA contribution made in
: March 2010 for the tax year 2009 starts the five-year clock on January 1,
: 2009.
: 我的问题是,我先在一个broker那开了roth ira account,make a contribution,几年
: 后在另一家broker开了roth ira account,再contribute,那么这个contribution的5 -
: year clock 是从哪里算起?是以我人生中第一笔contribution为依据,还是以这个帐
: 号的第一笔为依据?谢谢大家为我释疑。

1 (共1页)
进入Investment版参与讨论
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