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  1. UPDATE: Unhappy with your Roth IRA conversion? You can undo it

    UPDATE: Unhappy with your Roth IRA conversion? You can undo it

  2. UPDATE: How to throw away a fortune

    UPDATE: How to throw away a fortune

  3. UPDATE: How to throw away a fortune

    UPDATE: How to throw away a fortune

  4. For Fund Companies and Brokerages, Plenty of Room for Improvement

    Morningstar.com readers offer tips on how financial-services firms can up their game.

  5. UPDATE: How to throw away a fortune

    UPDATE: How to throw away a fortune

  6. Everything you need to know about iPhone 6, Apple Pay and the iWatch

    Everything you need to know about iPhone 6, Apple Pay and the iWatch

  7. Millennials may be in love with themselves, cruises for haters

    Millennials may be in love with themselves, cruises for haters

  8. Basic Rules for Inheriting a Roth IRA

    A fully-qualified inherited Roth IRA is the holy grail of estate planning because Roth distributions on inherited Roth IRA ’s are completely income-tax free in accordance to regular Roth IRA rules , giving them a major advantage of an inherited Traditional IRA or 401k, and surviving spouses can elect to treat the inherited Roth IRA as their own, meaning no required minimum distributions (RMDs). However, inherited Roth’s do unfortunately count for estate tax purposes. In regard to paying income tax, there are two exceptions that can effect the tax-ability of the Roth IRA after the death of the account holder: As a rule, the 10% penalty for early distribution does not apply in this case, unless the spouse of the deceased opts to handle the Roth IRA as his or her account and then takes an early withdrawal

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