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Kiplinger
Kiplinger
Business
Jeff Judge, CFP®, ChFC®, CLU®, AEP®

7 Assets to Leave Out of Your Roth IRA, From a Financial Planner

(Image credit: Getty Images)

A Roth IRA is a powerful account:

  • Qualified withdrawals can be tax-free
  • There are no required minimum distributions (RMDs) during the owner's lifetime
  • The account can be a flexible part of retirement and legacy planning
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