Case Study

19 Mar Two, Five-Year Tests for Roth IRAs

The pros and cons of Roth Individual Retirement Accounts (IRA), which were introduced 20 years ago, are well understood. All money flowing into Roth IRAs is after-tax, so there is no upfront tax benefit. As a tradeoff, all qualified Roth IRA distributions can be tax-free, including...

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Did You Know

19 Mar Source:

In 2018, the maximum Social Security benefit for a worker retiring at full retirement age is $2,788 a month; that is $33,456 a year. For people born from 1943 to 1954, full retirement age is 66. For those born later, full retirement age gradually increases...

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