Who gets your Roth-IRA money? (Part IV of Keeping it All in the Family)

Sometimes the mark of a well-written blog post is that it raises some advanced questions based on how to apply the information.

After the posts on Who Gets Your (traditional) IRA and How to Withdraw Money from your Roth, our clients with Roth-IRAs have asked for a decision-tree chart to help to determine how and when their beneficiaries may withdraw the money.

We’ve tried to come up with a flowchart (click the chart for a larger version) that covers the most likely scenarios you’ll face.

We understand this can be a complex decision-making process.
You don’t have to go through it alone.

Remember that we’re just a click away if you need help. [popup text=”Contact Us!” color=”primary” icon_before=”envelope” header=”Contact Us” animate=”true”] Use this form to sent us a message. [contact-form-7 id=”192″ title=”Contact form 1″] [/popup]. 

Who gets your Roth-IRA money?