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- Fri Mar 29, 2013 1:54 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRA and Roth inheritance question
- Replies: 0
- Views: 2151
IRA and Roth inheritance question
We're Canadians living in the US. We both have green cards. I have an IRA and a Roth and my wife is the primary beneficiary for both, with my children as secondary beneficiaries. I’m transferring small amounts annually from the IRA to the Roth as tax efficiently as I can (up to 15% bracket limit, ...