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.
- Thanksgiving Items - November 25, 2020
- Do you receive Social Security, Civil Service, or VA Benefits:
There's some good news and some bad news- November 23, 2020
- Simple in Sixty – Excel Tables:
Learn Excel Table tricks in just 60 seconds- November 17, 2020