Talk of The Villages Florida - View Single Post - Interesting tidbit from the Fidelity Advisor
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Old 04-28-2023, 03:26 PM
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dewilson58 dewilson58 is offline
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Quote:
Originally Posted by CoachKandSportsguy View Post
um, needs some clarity please . . oh man of few words
Different rules for a contribution vs. a conversion.

On a conversion, the clock starts when the funds are converted.....not when the account is opened.........if I read your post correctly.

As other poster mentioned: The 5 years starts on January 1st in the year of conversion and ends in 5 years from that point.
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