Search results

@labonall Current accounts yes. But not the ones we transferred from 5 years ago. I’d swear in court we maxed every year since 2000, at least for hers. I suppose one answer is to just withdraw those contributions. $31,500 x 2 gives us $63k. Add that to the regular brokerage, I bonds and TSP...

I understand the rules of withdrawing from a Roth IRA, including withdrawal of contributions. But how does it work in practice? We changed brokerages 5 years ago after maxing our contributions for the last 20. We don’t have the records. We’re on track to meet our goals without issue...