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.
He is also a founding Board Member and Finance Director of the Fayette Pregnancy Resource Center and serves on the Board of the National Equal Rights Institute.
Latest posts by David Conley (see all)
- The biggest no-brainer for 2019 tax planning:
It's never too early to start saving 2019 taxes- January 16, 2019
- What a difference a name makes!:
Are you a dealer or investor? Here's how to tell the difference!- January 10, 2019
- Is it too late to accrue a bonus for last year?:
Not if done correctly- January 9, 2019