Special Roth Funding Options for Survivors of Military Service Members
Apr 9, 2018
By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Beneficiaries of military service members have a unique opportunity to place funds into Roth IRAs, which creates an opportunity for tax-free earnings on such amounts. Special rules and deadlines apply, and these must be followed accurately for the funding to comply with regulatory requirements.