请问怎么把Roth Contributory IRA 里的钱取出来

h
huangtian549
楼主 (北美华人网)
理财小白问一下,2020年的时候放了6000 2021年的时候放了一些,后来听说收入超过20万,就不能存了,现在想把钱转出来,钱在schwab的Roth Contributory IRA里,不知道怎么转出来。
P
Pangpang
In general, you can withdraw your Roth IRA contributions at any time. But you can only pull the earnings out of a Roth IRA after age 59 1/2 and after owning the account for at least five years. Withdrawing that money earlier can trigger taxes and a 10% early withdrawal penalty.
b
brookeyang
Depends. if the over contribution has passed tax year in your case 2020. Just call schwab to transfer excessive contribution out and you will pay 6% of the excessive amount penalty for each year if that money remained in roth IRA. the earning can stay in Roth IRA. No tax just penalty to IRS.
s
simbelmyne
不理解为什么要取这种每年有限制的账户,取了以后不能回到2022重新contribute
Y
Yan_Zi
simbelmyne 发表于 2024-03-01 23:24
不理解为什么要取这种每年有限制的账户,取了以后不能回到2022重新contribute

楼主这是不符合条件存的吧。联系Schwab 应该有个表格填一下 转出来。
a
aibeca
只有我看到收益快翻番了吗