Roth IRA custodian changeSubmitted by Charles Sells on Wed, 2015-06-24 12:01If an existing Roth moves from one custodian to another does that trigger a new 5 year window?Flag as spam
Permalink Submitted by Jose Morales on Wed, 2015-06-24 15:47
No, it does not. The five year window starts as of the first year for which a contribution/conversion is made to a Roth. Each conversion does have it’s own 5 year window however.