4 Mistakes Clients Make With Roth IRAs and Their Estate

4 Mistakes Clients Make With Roth IRAs and Their Estate

Roth IRAs are popular accounts that investors can leave to their heirs due to the tax-exempt status of these accounts and lack of required minimum distributions (RMDs) during the lifetime of the original owner. Roth contributions are made with after-tax money, and any distributions you take are tax-free as long as you are at least … Read more