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What are the rules regarding distribution of assets to my beneficiaries after death?

April 26, 2017assets beneficiaries death distribution rules

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What are the rules regarding distribution of assets to my beneficiaries after death?

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For a Roth IRA, no restrictions apply. However, for a Traditional IRA, there are rules concerning age at death and calculating required minimum distributions to the beneficiaries. Your financial advisor or tax professional can help you determine the rules around distributions to beneficiaries.