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CUT YOUR TAX BILL DURING
RETIREMENT WITH A ROTH IRA


For many people, the Roth IRA is the best way to save for retirement. A Roth IRA is a type of individual retirement plan that contains unique features. Unlike traditional IRAs where you may be eligible to make both tax-deductible and non-deductible contributions, with a Roth IRA you pay your taxes on the front end by contributing after-tax dollars. The real benefit of a Roth IRA is realized once you begin taking distributions. Withdrawals from a Roth IRA after age 59 1/2 are generally not taxed.

Certain documents must be completed to establish a valid Roth IRA. The most important of which is the plan agreement because it sets forth the contractual terms and conditions of the account. The trustee/custodian must be an entity approved by the IRS such as a trust company, bank, or federally insured credit union.

Who is Eligible
Contribution Guidelines
Distribution Requirements

 
 
 
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