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Scott Kaplowitch in Wall Street Journal, “Be Careful When Passing Down a Roth IRA”

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Be Careful When Passing Down a Roth IRA,” which outlines four common mistakes that are made when planning to pass along a Roth and ways to avoid them.

When discussing required minimum distributions (RMDs), Kaplowitch warns, “Brokerage houses don’t always remind you of them,” so it’s up to the heir to stay on top of RMDs.

Read the entire article here.

Posted In: Articles