Roth IRA

Concerned about the future? The Roth IRA works like receiving a payroll check from your company with no taxes withheld. Why? – The money invested into your Roth IRA has already been taxed. And the fund allows you to grow your investment Tax-deferred.

Details:

Individuals may contribute up to $5000/year ($6000 if over 49 years of age)*

When can I use my IRA Assets?

You must have had the plan open for a minimum of 5 years
One of the following events must have occurred:

• Age 59 1/2
• Death
• Disability
• First Home Purchase

Can I move money from my Traditional to Roth IRA?

Yes, however there are specific rules to convert the funds.

Please contact our representatives for additional details.