ROTH IRA

Provides tax free growth and distributions.  Contributions are not deductible but can be withdrawn anytime without penalty, as long as you don't withdraw any accumulated earnings.*

 

 

The above information is not to be considered complete or comprehensive**. 

For additional information contact:

CAPITAL SECURITIES
 at 1-800-553-6700

*This is a combined limit.  Individuals may contribute to both a Traditional IRA and a  Roth IRA in the same year.  However the combined contribution may not exceed the Annual Contribution Limit.

**Please Note: The information provided herein is strictly to be used as a convenience for our clients. CAPITAL SECURITIES makes no representation as to the completeness or accuracy of any information provided herein.  The information provided is for informational and educational purposes only and should not be used to make a decision to establish a retirement plan, buy or sell a security or mutual fund and is not intended for trading or investing purposes.  CAPITAL SECURITIES shall not be liable for any errors in the content, or for any actions taken or reliance upon information supplied.  For additional information about any retirement plans, mutual funds, to receive a prospectus or to place an order to purchase or sell any mutual fund shares or individual securities, please contact CAPITAL SECURITIES.