Roth IRA
A Roth IRA is an individual retirement account created by the Taxpayer Relief Act of 1997. This IRA offers more incentives to boost your retirement savings, as well as more ways to use your nest egg. Unlike traditional IRAs your contributions to a Roth IRA are never tax-deductible. However, the money in your Roth IRA, including earnings, can be withdrawn tax-free. You must conform to the plan provisions to get this tax free advantage.
Contact your tax advisor for deductibility of IRA and SEP contributions and tax deferral on earnings.
Retirement Calculator
Click here to use our Retirement Calculator to see how much you will need to save for retirement.
Have a Question?
Contact us online, give us a call at 713.428.3200 / 800.321.2411, or stop by a service center location to open your IRA today.
