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What are the requirements that must be satisfied to receive a tax-free distribution from a Roth account?

April 26, 2017account distribution requirements Roth satisfied tax-free

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What are the requirements that must be satisfied to receive a tax-free distribution from a Roth account?

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A participant must complete a so-called five-year period and the distribution must occur on or after attainment of age 59½, death or disability. A tax-free Roth distribution is referred to as a qualified distribution.