Roth IRA

Since its inception, as a result of the Taxpayer Relief Act of 1997, the Roth IRA has swept through retirement and investment circles like wildfire. It is a high-profile, well-regarded IRA that enjoys some distinct advantages over other IRAs.

First and foremost, it enjoys unique tax benefits. All direct contributions to a Roth IRA are tax-deductable. Though there are some age restrictions, in terms of a full withdrawal, it is one of the most flexible IRA options on the market today.

At Downey Insurance Agency, our financial professionals are dedicated to helping you understand and implement an effective Roth IRA investment strategy.

Contact us – or fill out our online form – to learn more about Roth IRAs today!