After the posts on Who Gets Your (traditional) IRA and How to Withdraw Money from your Roth, our clients with Roth-IRAs have asked for a decision-tree chart to help to determine how and when their beneficiaries may withdraw the money.
We’ve tried to come up with a flowchart (click the chart for a larger version) that covers the most likely scenarios you’ll face.
We understand this can be a complex decision-making process.
You don’t have to go through it alone.
Remember that we’re just a click away if you need help.
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