Finding Your Way Through The Roth IRA Maze

Why a Roth IRA is a No-Brainer for Retirement Savers

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Looking for a surefire wealth builder? Open a Roth IRA. You fund this retirement account with after-tax dollars, so the pain is up front. The payoff? Withdrawals are tax-free if you're at least 59? and have held the account for at least five years.  But wait, there's more.  Let's talk!

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A Quick Look at Roth IRA Conversions

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 One element of the Roth IRA that may spark questions from taxpayers is the issue of converting an existing deductible Individual Retirement Account (IRA) into a Roth IRA. Perhaps one of the more important factors in your decision on whether or not to convert to a Roth IRA is how you will choose to pay income taxes at the time of conversion. 

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Non-Working Spouses & Roth IRAs

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Not working.  That may not be an issue.  Find out!

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Finding Your Way through the IRA Maze

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You’re certainly not alone if the words Individual Retirement Account (IRA) cause your mind to spin in confusion. The original IRAs were mind-boggling enough. However, now you have several options, including what many have called the “American Dream” IRA—the Roth IRA. Let’s take a moment and ferret out some of the nuances on the IRA landscape. 

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Stay Tuned

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Quick Roth IRA Setup