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Roth IRAs as an Inheritance Strategy
Manage episode 428352314 series 3469266
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When your heirs inherit a Roth IRA, they are not required to take distributions, which allows the account to continue growing tax-free for up to ten years. This flexibility can be a significant financial boon, especially if your heirs are in their prime earning years and want to defer withdrawals until they are in a lower tax bracket. The question is, should you do a Roth conversion now?
Here’s some of what we discuss in this episode:
- Is inheriting a Roth IRA a real positive?
- What are the primary investment asset types to inherit?
- Should older parents do Roth conversions to benefit their children’s inheritance?
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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