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>> I presume you're referencing, in part; a non-spousal inheritance of your Roths, that Secure Act provisions require non-spousal inheritance amounts be withdrawn within a 10 year period, but will not be taxed upon withdrawal. As long as the Roth has been in place for 5 years. Yes?
Sorry I missed your query, but no, or sort of, meaning only that 20y or more ago our trust attorney said 'I don't think I have ever had a client where 2/3 of their total nut had been converted to Roths.'
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>> I presume you're referencing, in part; a non-spousal inheritance of your Roths, that Secure Act provisions require non-spousal inheritance amounts be withdrawn within a 10 year period, but will not be taxed upon withdrawal. As long as the Roth has been in place for 5 years. Yes?
Sorry I missed your query, but no, or sort of, meaning only that 20y or more ago our trust attorney said 'I don't think I have ever had a client where 2/3 of their total nut had been converted to Roths.'