VIDEO: Click here to watch on YouTube.
Financial Advisor, Kiran Sharma, explains the Roth and its importance.
Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business, and tax teams. In this video, Kiran Sharma, Financial Advisor, explains what a Roth is and why it’s important.
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Presented by Kiran Sharma – Financial Advisor
Learn more about Kiran and the rest of the Storen Financial team here.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.