Broker Check
29 Nov
Roth IRA Basics


The Roth IRA is powerful tool and very few know all of capabilities that it offers. Learn about the Roth and find out if it are taking full advantage of everything that it has to offer.

A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Date and Time

Wed, Nov 29, 2023

11:00a - 11:45a PST



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