Story thread · 2 reports / 2 sources
The “Super Roth” the Ultra-Wealthy Use to Compound Wealth Tax-Free, and Pass It to Their Kids Without Estate Tax
247wallst.com · 2h · first report
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Across 2 sources · syndicated copies counted once
The ultra-wealthy have a structure advisors call the Super Roth, and it sidesteps the contribution limits, income tests, and estate taxes that make ordinary accounts feel like a ceiling. It holds together only when four specific conditions are met simultaneously.
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