What will happen to your Roth IRA when you pass away? What options does your spouse have? What options do your kids have (or non-spouse)? What if you don’t list a beneficiary on the Roth IRA? All of these items are important to understand so you know what to expect.

Here’s the detailed description of inheritance options for IRA withdrawal created by Schwab:

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Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS….(read more)

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