Roth IRA and Tax Implications for Heirs

Reported about 22 hours ago

A Roth IRA does not benefit from a stepped-up basis for tax purposes upon the owner's death, meaning the cost basis of assets does not reset to their market value. Instead, Roth IRA beneficiaries typically enjoy tax-free withdrawals if the account has been open for at least five years. It's important for individuals to understand these tax considerations when planning their retirement and estate, and seeking advice from a financial advisor can be beneficial.

Source: YAHOO

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