After recently writing about Roth IRA distribution rules, I was asked to create a tool, so you can just answer a few questions and get the answer as to how your distributions will be treated. So, here it is:
It’s nothing fancy — just a basic tool that guides you to the applicable outcome from the rules we discussed recently.
Recommended Reading
- Insights from the Vanguard How America Invests Study from Jim Dahle
- My Financial Planning Practice – Ten Things I Did Right and Wrong from Allan Roth
- Majority of Investors Don’t Fully Understand Investment Costs from State Street
- Must-Knows About ESOPs from Christine Benz
- What’s Happening with Medicare Advantage and Why it Matters from Tasha McAbee
- Cancer Journal: A Soldier of the Great War from Bill Gardner
- Catching Up With Darrow Kirkpatrick, After 11 Years of Early Retirement
- Manisha Thakor: Beware of ‘Junk Personal Finance’ (Morningstar podcast, with transcript also available)
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Hi. I'm Mike Piper, the author of this blog. I'm 
