14 min
Happy Birthday Roth IRA Investment Answers Podcast
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- Educação
In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of Individual Retirement Accounts are similar in many ways but they do have some important differences. Learn about their histories, benefits, contribution limits, and their restrictions.
References:
It’s Roth’s 20th Birthday Party. Where Is Everyone? Financial Planning Ed Slott 11.20.17
How the New Tax Law Changes Roth IRA Conversions Financial Planning Ed Slott 1.23.18
Disclaimer:
Investment advisory services are offered through Investment Answers Capital, LLC dba Investment Answers. Investment Answers Capital, LLC is a registered investment adviser domiciled in the state of Kentucky and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated entity of Investment Answers Capital, LLC. R. Travis Terlau is a registered investment adviser representative of Investment Answers Capital, LLC, and a licensed insurance agent of Brookstone Financial, LLC. For more information, please visit the website at www.investmentanswers.net.
This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. (6.23.18; 5.5.24)
In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of Individual Retirement Accounts are similar in many ways but they do have some important differences. Learn about their histories, benefits, contribution limits, and their restrictions.
References:
It’s Roth’s 20th Birthday Party. Where Is Everyone? Financial Planning Ed Slott 11.20.17
How the New Tax Law Changes Roth IRA Conversions Financial Planning Ed Slott 1.23.18
Disclaimer:
Investment advisory services are offered through Investment Answers Capital, LLC dba Investment Answers. Investment Answers Capital, LLC is a registered investment adviser domiciled in the state of Kentucky and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated entity of Investment Answers Capital, LLC. R. Travis Terlau is a registered investment adviser representative of Investment Answers Capital, LLC, and a licensed insurance agent of Brookstone Financial, LLC. For more information, please visit the website at www.investmentanswers.net.
This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. (6.23.18; 5.5.24)
14 min