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.

Account Details:

 Individuals may contribute up to $5500/year ($6500 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.