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.
Four Mistakes Clients Make with Roth IRAs and Their Estate
By Bobbi J. Bierhals on March 8, 2022
Posted In Fiduciary and Investment Issues, Retirement Plans