The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  http://boards.fool.com/roth-ira-estate-planning-10462564.aspx

Subject:  Roth IRA Estate Planning Date:  12/14/1998  8:59 AM
Author:  jagusta Number:  7115 of 121341

I've been looking for an answer to a simple question without any luck: Upon death of the Roth IRA owner, does the money bypass estate taxes when transferring to the beneficiaries.

Since my mom doesn't need the money in her IRA, our overriding concern is estate planning.

As always, thanks for your help.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us