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The 2 Situations Where You Will Have an RMD From Your Roth Accounts...

Do you have a tax-efficient retirement income strategy that minimizes RMDs and preserves tax-free growth within your Roth Accounts? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to Did you know there are two instances where Roth accounts will have a mandated withdrawal? Now, the good news here is that you won't have a tax consequence from a Roth RMD. The bad news is that taking money from any account when you don't want to (specifically a Roth IRA), is nonoptimal. That withdrawal can no longer compound tax-free. The Roth RMD comes from the type of Roth plan you have. Certain company-sponsored plans are subject to the normal RMD rules. Luckily, avoiding this specific RMD is very simple. We discuss how in this video... The second Roth RMD comes from inheritances. Now inherited IRA rules have become a bit more complex in recent years. Certain reti