New Retirement Law Throws IRA Heirs a Curveball

Tuesday, January 21, 2020

News & Press

“The law simply says you must take out the money after 10 years,” notes Slott. “Your heirs could simply leave the Roth alone for 10 years and let the assets grow tax-free–and then take a lump sum. All that growth is tax-free, and it comes out tax-free,” Slott adds.