Row 7199

Row ID: 7199 | Dataset Entry | Axioma AXP Content Repository

Content Data

This page contains data entry 7199 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

I hope this hasn’t been asked multiple times, though I have searched first:)

I understand that qualified withdrawals from a Roth IRA can take place tax free after I have held the account for more than five years, starting with the first investment made, once I am 59 1/2.

What happens to the investments made during those five years? Does each investment have to be held for five years?

For example, let’s say the account was started four years ago. I’ll be 59 1/2 next year. Today I buy 100 shares of stock X in the Roth IRA. Next year when I am 59 1/2, that investment has doubled. Can I withdraw all of the earnings tax free, even though I have only owned them for one year?

Thanks in advance!

FieldValue
text I hope this hasn’t been asked multiple times, though I have searched first:) I understand that qualified withdrawals from a Roth IRA can take place tax free after I have held the account for more than five years, starting with the first investment made, once I am 59 1/2. What happens to the investments made during those five years? Does each investment have to be held for five years? For example, let’s say the account was started four years ago. I’ll be 59 1/2 next year. Today I buy 100 sha…
label r/investing
dataType post
communityName r/investing
datetime 2024-05-15
username_encoded Z0FBQUFBQm5LakwzVUN0SnRZd09EX0pFR096UEplLWlUWGN5ZGlibko4LVVfZk50QWI0YTlvRHN6a3FVSklxbGdjdjF4RVc1SFBpNWkxMlA1ajl3TjBUaXYzVGtqVUsySHc9PQ==
url_encoded Z0FBQUFBQm5Lak9IZGVZMVU3UmJsbWdWMWM5a2JyekVmVTdGc3hSVEZzVFJXb0NRYXFPaGxpeWpfUjliNmNUWHAybi1WdmhPQWppcHFtSE1xWVQ0SXBZeGUzZGxiY0xNdzRwOGdrR1lHZDMtRGtHYWo2YXRFazRtT1VYSWt5aUJjeExzc0JNenFDVDh6azV4NmFvUnUzX0lEYWZTUm9xYkRiS1ZvWDJpSXRaYUpOMFdhMjhVUG9CSHZKM2xoX0RpSDNsby1tM2dUUkxl

Raw Record

{
  "text": "I hope this hasn’t been asked multiple times, though I have searched first:) \n\nI understand that qualified withdrawals from a Roth IRA can take place tax free after I have held the account for more than five years, starting with the first investment made, once I am 59 1/2. \n\nWhat happens to the investments made during those five years? Does each investment have to be held for five years?\n\nFor example, let’s say the account was started four years ago. I’ll be 59 1/2 next year. Today I buy 100 shares of stock X in the Roth IRA. Next year when I am 59 1/2, that investment has doubled. Can I withdraw all of the earnings tax free, even though I have only owned them for one year?\n\nThanks in advance!\n\n",
  "label": "r/investing",
  "dataType": "post",
  "communityName": "r/investing",
  "datetime": "2024-05-15",
  "username_encoded": "Z0FBQUFBQm5LakwzVUN0SnRZd09EX0pFR096UEplLWlUWGN5ZGlibko4LVVfZk50QWI0YTlvRHN6a3FVSklxbGdjdjF4RVc1SFBpNWkxMlA1ajl3TjBUaXYzVGtqVUsySHc9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak9IZGVZMVU3UmJsbWdWMWM5a2JyekVmVTdGc3hSVEZzVFJXb0NRYXFPaGxpeWpfUjliNmNUWHAybi1WdmhPQWppcHFtSE1xWVQ0SXBZeGUzZGxiY0xNdzRwOGdrR1lHZDMtRGtHYWo2YXRFazRtT1VYSWt5aUJjeExzc0JNenFDVDh6azV4NmFvUnUzX0lEYWZTUm9xYkRiS1ZvWDJpSXRaYUpOMFdhMjhVUG9CSHZKM2xoX0RpSDNsby1tM2dUUkxl"
}
Explore Dataset Explore Row

Entry Information