The Roth IRA Quadrants Chart

This chart provides a step-by-step explanation of the Roth IRA Distribution Rules. it also illustrates the benefits of naming a trust as beneficiary of a Roth IRA, and is updated for 2020—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .

SKU RSKCHARTROTHQ2020

  • Size: 11 inches x 17 inches (NOTE: May not be printable in full-size on most standard printers)
  • Includes: 11″ x 17″ chart in either laminated and PDF or PDF only version
  • Customized PDF chart with your firm’s logo and information available as add-on for an additional fee (NOTE: No custom laminated charts provided, but Custom PDF chart is printable)
  • Chart Preview (click to enlarge):

FRONT

Roth Quadrants_Page_1

BACK

Roth Quadrants_Page_2

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