IRA 5-Year Rule Calculator

Evaluate how Roth IRA 5-year rules affect your withdrawals.

Roth IRA Details

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5-Year Rule Analysis

Years Until Conversion Qualified1
Potential Early Withdrawal Penalty$0.00

Contribution Withdrawals

✓ Always tax-free

Conversion Withdrawals

❌ 5-year holding period not met

Earnings Withdrawals

❌ Not qualified (age 59½ or 5-year rule)

❌ Non-Qualified Withdrawal