Non Spousal Beneficiary Roth IRA

We are receiving multiple answers to this question:

For non-spousal beneficiary Roth IRAs under the 10-year rule (under the SECURE Act), is there an annual RMD requirement? or do they just need full distribution by the end of the 10th year following the year of death?



No annual RMDs are required in years 1-9, but the inherited Roth must be drained in year 10. All Roth owners pass prior to RBD because a Roth does not have an RBD.

Add new comment

Log in or register to post comments