“Roth or Reason” – A Case for Baby Boomers to Move to Roth IRAs

Share:

A Roth IRA is a retirement savings account in which after-tax dollars are invested and both the earnings and the principal withdrawals become tax-free qualified distributions, when taken after reaching age 59 ½ and after the Roth account has been open for 5 years. While it’s often thought Roth IRAs primarily benefit young people, they can also be a beneficial tool for Baby Boomers—in a big way. 

Click here to continue reading.

Updated: 11:12 am

About the author
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia

You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.