1 Based on 2017 tax year.
2 Withdrawals of earnings not meeting any of these criteria are taxed as ordinary income.
This document is intended to be educational in nature and is not intended to be taken as a recommendation.
The subject matter in this communication is provided with the understanding that 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.
Financial professionals at 800-243-4380 are sales representatives for the members of the Principal Financial Group. They do not represent, offer or compare products and services of other financial services organizations.
Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC. Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.