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?
CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.