The Roth IRA is no longer the ideal wealth transfer vehicle | Ep #47

Roth IRA wealth transfer changes discussed

Bruce and Jason Hosler the significant changes to the Roth Stretch IRA, resulting from the SECURE Act, that came into effect on January 1, 2020. This Act drastically altered the landscape, as it now requires inherited IRAs to be fully withdrawn within ten years, eliminating the lifetime benefit that was once the key feature of the Roth Stretch IRA.