Roth IRA

With a Roth IRA, you make contributions with money on which you've already paid taxes. Your money can then potentially grow tax-free, with tax-free withdrawals in retirement, provided that certain conditions are met.

Tax advantages


  • Earnings grow federally tax-free


  • Tax-free withdrawals
  • No minimum required distributions (MRDs) during the lifetime of the original owner

Account features


  • No age limit
  • Must have employment compensation
  • Other income requirements apply

IRA maximum contribution

  • 2013: $5,500 ($6,500 if age 50 or older)
  • 2014: $5,500 ($6,500 if age 50 or older)

Investment options

  • A wide range of ‘no load’ mutual funds, stocks, bonds, ETFs, and FDIC-insured CDs

Support and Guidance

  • One-on-one guidance along with research and tools to help you create a long-term plan and make investment selections for the plan

Note: Information deemed accurate but not guaranteed. All investing is subject to risk, including the possible loss of the money you invest.

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