Sometimes the mark of a well-written blog post is that it raises some advanced questions based on how to apply the information.
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. .
Who gets your Roth-IRA money?
David is a partner at Smith, Conley & Associates, PC. In addition to writing and tax consulting, he is active in the pro-life community serving as President of the Fayette County Right to Life chapter of Georgia Right to Life.
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.
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.
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