Inherited Roth IRA Guide for Beneficiaries
The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019 brought significant changes to managing inherited Roth IRAs, especially for non-spousal heirs. As a beneficiary, your relationship with the original account owner and the age of the account plays a role in determining how you can handle the funds. It [...]read moreInherited Roth IRA Guide for Beneficiaries
