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What is a Roth?

Why would I want to consider a Roth?


A Roth is an investment savings account that is funded with after-tax money. After the investor reaches age 59 ½ , withdrawal of any money from the account (including investment gains) are tax-free when either they or their beneficiary withdraws those earnings.


This type of IRA also keeps individuals from having to pay a penalty for early distribution on particular withdrawals. Understanding some of the key terms associated with Roth IRA’s will help you make an informed decision when it comes to investing your money.

That is what we are here to do for you. So let’s get started by contacting us today at 407-682-7550 or toll free at 800-865-0001. 


You may also contact us by clicking on contact us and completing the form. We will have one of our retirement specialist contact you within 24 hours.


We look forward to working for you. We know you have worked hard for your money and we want to make sure your money works hard for you! 




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