The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  https://boards.fool.com/i-am-positioning-my-assets-to-leave-them-a-34217497.aspx

Subject:  Re: RMDs to change to 72 Date:  5/28/2019  12:49 AM
Author:  aj485 Number:  93747 of 94944

I am positioning my assets to leave them a substantial pot of tax free money in the form of an inherited Roth account. I figured they could hang on to it and enjoy tax free growth for most of the rest of their lives only drawing down if needed.

Yes, I think Congress is trying to fix the revenue problem of beneficiaries, beneficiaries of beneficiaries, beneficiaries of beneficiaries of beneficiaries, etc. being able to keep a significant chunk of Roth assets in a tax-free status in perpetuity.

Now the tax free growth party will last only last ten years.

Or five, if the Senate version is what's agreed upon.

AJ
Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us