Roth IRA

Roth IRA

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Roth IRA

Roth IRA definition:  A Roth IRA established in a beneficiary’s name is effectively removed from the taxable estate.  Roth IRA investments grow tax-free, and withdrawals are not taxed if made for a first-time home purchase, qualified educational expenses, or after retirement age.  Contributions are subject to IRS limits and are not tax deductible.  Required minimum distributions are not required from Roth IRA’s, allowing account balances to continue tax-free growth.

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