Roth IRA

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Early Withdrawals
Withdrawing funds too soon can trigger taxes and penalties, reducing the growth potential of your Roth IRA.

RMD Rules
Failing to understand Required Minimum Distribution (RMD) rules for inherited Roth IRAs can lead to steep tax penalties.

Ignoring Contributions
Not contributing regularly to your Roth IRA can lead to missed opportunities for tax-free growth over time.

Bad Roth Conversions
Converting too much in one year can push you into a higher tax bracket, increasing tax burdens.

Catch Up Contributions
Failing to take advantage of catch-up contributions for those over 50 can limit your retirement savings potential.

Not Maximizing Limits
Underutilizing contribution limits each year can drastically reduce the amount of tax-free retirement income.

Procrastinating
Delaying contributions means missing out on years of potential tax-free compounding.

Ignoring Spousal IRAs
Forgetting to open a spousal Roth IRA when eligible limits a couple’s ability to maximize retirement savings.

Tax Impact
Not considering the tax impact of Roth IRA conversions can leave you with unexpected tax bills.

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.