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Do I Want To Pay Taxes On Roth Conversions So My Beneficiaries Don’t Have to?  Thumbnail

Do I Want To Pay Taxes On Roth Conversions So My Beneficiaries Don’t Have to?

With the SECURE Act changes, many people who stand to inherit IRAs are now subject to a 10-year rule, which requires a full withdrawal of the IRA balance over a 10-year period. Without proper tax planning, this can cause a significant tax impact to the beneficiary, particularly high-earning adult children who inherit large IRA balances.

Estate Planning Investment Planning Tax Planning Roth Conversions
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