Sectin 72t Caculations and Roth IRA's

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  • GASB77
    Junior Member
    • Jan 2010
    • 1
    #1

    Sectin 72t Caculations and Roth IRA's

    I am doing a 72t calculation for a client and want to know do I include the value of his Roth IRA's as part of the calculation. I want to be able to include because it increases the total value that the distributions may be based on. Thanks!
    Tags: None
    • BOB W
      Senior Member
      • Jun 2005
      • 4061
      #2
      Roth is a different class of IRA. I don't know when they ever get combined for any calculation.
      This post is for discussion purposes only and should be verified with other sources before actual use.

      Many times I post additional info on the post, Click on "message board" for updated content.

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