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Personal Finance (Not Investing) • Roth Contribution and Conversion Records

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You can’t. The IRS records do not go back any further than yours. As long as you wait until you are 59.5 years old before making a withdrawal, the contribution and conversion records are irrelevant. Some institutions keep records beyond 10 years for active customers. If this is relevant, I would like into it. Otherwise, I probably wouldn’t worry about it and would hope it did not matter.

Statistics: Posted by Katietsu — Sat Feb 21, 2026 5:18 pm — Replies 1 — Views 48



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