A Roth IRA is a retirement account that allows you to save after-tax dollars towards retirement. Once you’re ready to take withdrawals from the account, they are tax free and penalty free as long as they occur after age 59 ½ and once the account has been open for at least 5 years.

Key Benefits:

• Contributions are not tax deductible
• Income limitations may restrict your ability to contribute
• Distributions are not required
• Pre-tax dollars can be converted to Roth
• Dividends, capital gains, and interest are tax free

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