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ROTH FAQ

Overview

Tax Benefits

Contributions

Conversions

Transfers & Rollovers

Distributions

Beneficiary Distributions

What happens to my Roth IRA when I die?

How are distributions to my beneficiary(ies) taxed?

q How quickly must my beneficiary(ies) withdraw my Roth IRA assets?

q If my beneficiary chooses the life expectancy payment option, when must distributions begin?

q Can my beneficiar(ies) move my Roth IRA into a Roth IRA of his/her own?

q Does the five-year waiting period for qualified distributions re-set for beneficiaries when the Roth IRA owner dies?

q What if my beneficiary(ies) fails to take a required distribution?


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