Restrictions on Investing RMDs in a Roth IRA

Reported 12 months ago

If you're considering converting your Required Minimum Distributions (RMDs) into a Roth IRA for tax benefits, it's not an option due to IRS restrictions. While retirees may not need RMDs for living expenses, funding a Roth IRA directly with RMDs is not allowed as IRA contributions must come from earned income. RMDs are mandatory withdrawals from tax-deferred retirement accounts starting at age 72 or 73, and failing to withdraw the full amount can lead to tax penalties. While RMDs cannot be invested in a Roth IRA, retirees can explore other ways to reinvest or manage these distributions with the help of a financial advisor.

Source: YAHOO

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