Four Mistakes Clients Make with Roth IRAs and Their Estate

By on March 8, 2022

The Roth IRA is a powerful and popular tool for all investors. Investors make Roth contributions with after-tax money, and all distributions are tax-free so long as account holders are at least 59.5 years old and the account is at least five years old. In this Investopedia article, McDermott Partner Bobbi J. Bierhals offers insight about the Roth IRA’s biggest benefits for estate planning.

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Bobbi J. Bierhals
Bobbi J. Bierhals has built her practice by developing creative and customized solutions for her clients. Her experience centers on tax and business planning for high-net-worth individuals and families. Her clients range from executives and first-generation entrepreneurs to multi-generational families, with net worth from $15 million to many billions of dollars, and include a number of individuals listed in the Forbes 400. Read Bobbi J. Bierhals' full bio.

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