1 Based on 2015 tax year.
2 Withdrawals of earnings not meeting any of these criteria are taxed as ordinary income.
The subject matter in this communication is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
Non-qualified withdrawals from Roth IRA prior to age 59 ½ may result in IRS early-withdrawal penalties and ordinary income tax on any potential earnings.
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