Why a Roth IRA? Why Now?
Jeffery Boehm, RICP®, APMA®, , Financial Advisor - Hermening Financial Group, A private wealth advisory practice of Ameriprise Financial Services,
Hermening Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
- Cut through the clutter and decide if a Roth conversion is right for you
- Understand the value of balancing taxable with tax-free income in retirement
- Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.