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With a Roth IRA, you pay taxes on money going into your account and then all future withdrawals may be tax-free. This savings vehicle makes good sense if you expect your tax rate to be higher during retirement than your current rate.

  • Earnings accumulated are tax-deferred and potentially tax-free*
  • You are not required to take distributions
  • You can continue making contributions after age 70-1/2
  • Rollover options available
  • Annual Statement


 

*No tax penalties on qualified withdrawlas if you've held your account at least five years and are older than 59-1/2. Consult your tax advisor for any tax-related questions regarding IRAs.

Let us help you with your retirement planning. Talk to our IRA experts at 828-466-1765 or call toll-free at 877-802-1212.