His $600,000 Roth IRA Can Go to His Wife When He Dies. She Can Make It Her Own Instead of Inheriting It, and at 81 the IRS Still Can’t Ask Her for a Single Withdrawal

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A surviving spouse holds a power over an inherited Roth IRA that no other beneficiary in America can claim, and using it correctly means the IRS loses its leverage over that account forever.

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247 Wall St ·1h ago

His $600,000 Roth IRA Can Go to His Wife When He Dies. She Can Make It Her Own Instead of Inheriting It, and at 81 the IRS Still Can’t Ask Her for a Single Withdrawal

A surviving spouse holds a power over an inherited Roth IRA that no other beneficiary in America can claim, and using it correctly means the IRS loses its leverage over that account forever.

His $600,000 Roth IRA Can Go to His Wife When He Dies. She Can Make It Her Own Instead of Inheriting It, and at 81 the IRS Still Can’t Ask Her for a Single Withdrawal

His $600,000 Roth IRA Can Go to His Wife When He Dies. She Can Make It Her Own Instead of Inheriting It, and at 81 the IRS Still Can’t Ask Her for a Single Withdrawal →

His $600,000 Roth IRA Can Go to His Wife When He Dies. She Can Make It Her Own Instead of Inheriting It, and at 81 the IRS Still Can’t Ask Her for a Single Withdrawal