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November 19, 2021

How and Why to Use ROTH IRAs in Estate Planning

Did you know that ROTH IRAs can be an effective estate planning tool?  When the SECURE Act (Setting Every Community Up for Retirement Enhancement) went into effect at the beginning of 2020, it brought with it some significant changes to Inherited IRAs, in particular for non-spousal beneficiaries.  These changes can significantly impact the tax implications to beneficiaries and erode the value of the account.  Roger Wohlner and ThinkAdvisor address this topic in our latest blog post: How and Why to Use ROTH IRAs in Estate Planning.

Commentary by Portfolio Design Services, LLC / Home Feature, News

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Bruce Swanson, President
100 Hilltop Road
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Phone 540-400-0053
bruce@pdsadvisers.com

Brad Olson, Vice President
122 N. 2nd Street
River Falls, WI 54022
Phone 715-629-9095
Cell Phone 715-441-0259
brad@pdsadvisers.com

Tonya Swinnea, Investment Adviser Representative
Phone 715-318-3725
tonya@pdsadvisers.com

Angela Tille, Investment Adviser Representative
Phone 715-629-9095
Cell Phone 715-821-9251 angela@pdsadvisers.com

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