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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Withdrawing money from your Fidelity IRA

Depending on your age and account type, there are different withdrawal rules that apply to you. Select your age range and we'll help you withdraw money from your IRA.

A distribution from a Roth IRA is tax free and penalty free, provided the five-year aging requirement has been satisfied and one of the following conditions is met: age 59½, disability, qualified first-time home purchase, or death.

2. Roth IRA's do not require RMDs during the lifetime of the original owner.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

Withdrawing money from your Fidelity IRA

How old are you?

I'm under 59½

I'm between 59½ and 70½

I'm 70½ or older

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