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- Don
Ask the company who holds the account. Vanguard, etc
CraigI’m no tax expert, but have recently researched/executed contribution withdraws to pay for my retirement home construction. If it was a ‘qualified’ transfer, that does not change your contribution total.
Ex: say you contribute $100K over the last 20 years and your account balance grows to $250K.
If your and your ex takes half ($125K) as a qualified transfer in a divorce settlement, you still have $100K of contributions in your name that you already paid taxes on and can withdraw without tax or penalties.
Explore these too: Have a question regarding Roth IRA account
BryanLook at the tax summary, should show money in and then gains or losses.
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