[WSBAPT] Roth IRA beneficiary designations

Sharon Rutberg sharon at salmonbaylaw.com
Tue Nov 30 11:38:35 PST 2021


Hello, friends -

We know that naming a standard IRA to go to "my estate" is generally a bad idea because it will trigger a 5-year payout with taxes due. However, what about a Roth IRA? Since no taxes are due on distributions, is there any downside to naming it to my "estate"?

Thanks!
Sharon

Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com<mailto:sharon at salmonbaylaw.com>
Website: www.salmonbaylaw.com<http://www.salmonbaylaw.com/>
Washington State Bar #47055

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