“Don’t do this if the client is under 59.5 because there could be a 10% tax penalty on IRA withdrawals,” he said. “Don’t do this with Roth IRAs, either—why would you? The Roth you want to keep for the family and the beneficiaries.”
Time Is Running Out To Use Ed Slott's 'Mega-QCD' Strategy
November 18, 2021
« Previous Article
| Next Article »
Login in order to post a comment