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Free Roth IRA Account Kit |
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For the investing public, one of the
primary concerns is to efficiently grow investments while minimizing
taxes. Consequently, this is likely the reason for the popularity of the
Roth IRA. Although a Roth IRA is funded with after-tax income, earnings
and withdrawals are treated tax-free. But in order to utilize the
tax-free favor of a Roth IRA, criteria must be followed as outlined below.
- 5-year holding period must be met
- Withdrawals begin after age 59 1/2
Withdrawals prior to age 59 1/2 subject the earnings in the account to taxes and a 10% IRS penalty.
To open a Roth IRA account or transfer your existing Roth IRA, complete the form and we will send you your FREE Roth IRA kit. Our FREE Roth IRA kit includes everything you need to open a new Roth IRA. But if you need to learn more first to determine if a Roth IRA is for you, go ahead and visit our online library. It's called the Library of Investor and Financial Education. We call it the LIFE Center for short. In the LIFE Center, we have an IRA Resource Page dedicated just to IRAs. Once you've learned what you need, come back to this page and order your FREE Roth IRA kit. |
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