Jump to content

Roth IRA with Multiple Primary Beneficiaries


Guest dstrange

Recommended Posts

Guest dstrange
Posted

I have a Roth IRA with 3 primary beneficiaries. Upon my death,

can each beneficiary elect to take distributions based on their own life

expectency or must each withdraw on the life expectency of the oldest

beneficiary? If the answer is the latter can I split the Roth IRA into

separate IRAs and have just one primary beneficiary on each IRA, so they may withdraw based on their own life expectency?

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...

Important Information

Terms of Use