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Retirement Planning
Chapter 8: IRAs & Roth IRAs/COMPARING ROTH IRAs TO TRADITIONAL IRAs
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Chapter 8: IRAs & Roth IRAs

COMPARING ROTH IRAs TO TRADITIONAL IRAs

01.Core Concepts

• Traditional IRAs allow contributions after the owner is age 70½, just like Roth IRAs, for years after 2019. • Roth IRAs are not subject to the lifetime minimum distribution rules, unlike traditional IRAs. • Inherited traditional and Roth IRAs both require the beneficiary to take RMDs • Traditional IRA distributions taxable to beneficiary, but no penalty • Roth IRA distributions • Qualified distributions • Nonqualified distributions