4 Must-Know Rules for Inherited Roth IRAs
Dec 4, 2017
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Careful planning and execution can allow a Roth IRA beneficiary to benefit from tax-deferred growth for as long as allowed under the tax code. How long this can be is primarily determined by “beneficiary status”—and in some cases, whether there are multiple primary beneficiaries.