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.
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
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.