Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, September 25, 2019

Article on Avoiding Roth IRA Taxing Tax Traps

IRASeymour Goldberg recently published an Article entitled, Avoiding Roth IRA Taxing Tax Traps, Ed Slott's IRA Advisor, October 2019. Provided below is the introduction to the Article.

Roth IRAs and other Roth plans offer tax-free cash flow to account owners and beneficiaries, once the age (59½) and holding period (five years) requirements have been met. However, tax code technicalities could lead to the taxation of all distributions of inherited Roth assets. Fortunately, certain steps can reduce that risk.


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