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Roth IRA benefits and tradeoffs for retirement planning
A Roth IRA offers after tax contributions, tax free qualified distributions after age 59½ and five years, tax deferral on growth, and broad investment options. Rollovers since 2010 allow converting traditional assets, with penalties for early withdrawals and limits based on income and filing status. Robert Rolfe of Harmony Financial Services discusses suitability and conversion rules.
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Robert Rolfe
Harmony Financial Services
Cadaret, Grant, & Co., Inc
Cadaret Grant