NEW GUIDE: How Must I Take Distributions From The Roth IRA I Inherited?
Inherited Roth IRA rules can be confusing for clients, especially with changes to the SECURE Act. Help them understand their options with the "How Must I Take Distributions From The Roth IRA I Inherited?" flowchart.
This guide breaks it down step by step, helping you determine:
✅ Whether a beneficiary is Eligible or Non-Eligible
✅ Who is subject to the 10-Year Rule (and who isn’t)
✅ When RMDs apply and whose life expectancy they are based on
Use this guide to engage clients in meaningful conversations, educate them on their options, and showcase your expertise.
PS — Use the complimentary guide email copy for inspiration on how to introduce this guide to clients and proactively uncover planning opportunities.