DiscoverBig Picture Retirement®Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth
Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth

Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth

Update: 2025-10-16
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John asks if taking larger IRA withdrawals beyond his RMD to fund his daughter's Roth IRA makes sense as a strategy to reduce future RMDs, lower estate taxes, and pass on tax-free assets.

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

📍Contact Devin's team at https://carrolladvisory.co/podcast1  

📍Contact John's team at https://www.rossandshoalmire.com/ 

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Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth

Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth