Webinar Replay - Roth IRAs

Kristy S. Maitre
July 21, 2016

A Roth IRA is an IRA that has different characteristics when compared to the Traditional IRA.  An overview of the differences between a Roth and a Traditional IRA will be discussed. Issues concerning distributions and designated ROTH’s will also be addressed.  What the current phase out amounts and limits your client can contribute will be reviewed. Also, what are the major differences between a ROTH IRA and a Designated ROTH Account?

2016 3 Roth IRA's.pdf

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