An AppleByte Event.

There are no CE Credits for this event.

Access for 30 days after purchase.

What are the beneficiary options for Roth IRAs? Attend a Masterclass taught by Denise Appleby, one of the country's leading IRA experts, and learn the answers. As with most responses to many IRA questions, it starts with “It depends.”

Denise will show you how to get to the right answer by asking the right probing questions. Please join national IRA expert Denise Appleby as she explains how to ensure you provide the correct response to this question.

This ApplebyByte ™ will cover:

• How to identify the different classes of Roth IRA beneficiaries

• The Roth IRA distribution options for pre and post SECURE Act 1.0.

• The Roth IRA beneficiary options by class of beneficiary.

• Special rules for spouse beneficiaries of Roth IRAs.

• Roth 401(k) rollover to Roth IRA and the impact on beneficiary options.

For ONLY $27, you will be able to walk the path to the ‘correct’ answer to the burning question “What are the beneficiary options for Roth IRAs”.

Key Topics (Bits)

1: Who will inherit the Roth IRA?

2: When a Roth IRA owner dies

3: Model Distribution strategies

4: Override Plan Limitations

5: No More Stretch for Successor Beneficiaries 

6: Roth 401(k) Rollover to Roth IRA

7: The Roth IRA 5-Year Rule and Inherited Roth IRAs

8: Spouse Beneficiary of a Roth IRA

45 Minutes plus Q&A from the live audience