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.
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