Opinion

Own Vs. Beneficiary Roth IRA: Choosing The Right Option For A Spouse Beneficiary


The ultimate goal for a Roth IRA is for it to qualify for tax-free distributions. Spouse beneficiaries must take care to choose the option that leads to tax-free distributions. A dilemma faced by spouse beneficiaries of IRAs is whether they should move the amounts to Beneficiary IRAs or their own …

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