التفاصيل البيبلوغرافية
| العنوان: |
Are Nonqualified Roth Distributions Terra Incognita? |
| المؤلفون: |
Harris, Mike A. Mike.Harris@cffp.edu |
| المصدر: |
Journal of Financial Service Professionals. Jul2024, Vol. 78 Issue 4, p43-52. 10p. |
| مصطلحات موضوعية: |
*INDIVIDUAL retirement accounts, *EMPLOYERS, *TAXATION |
| مستخلص: |
Roth accounts are supposed to be easy. However, nonqualified Roth IRA distributions can be fiendishly complicated and employer Roth issues are mind boggling. With the SECURE Act 2.0 emphasizing employer Roths, advisors need a strong review of all Roth issues. Although SECURE 2.0 harmonized the required minimum distributions (RMD) rules, taxation of nonqualified distributions strongly favors Roth IRAs over employer Roth accounts. Advisors who understand the details can increase their assets under management (AUM) while serving the clients' best interests. [ABSTRACT FROM AUTHOR] |
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