FIND A LOCATION:
Find a Location
FIND A LOCATION
Call the Branch
Access online accounts
Roth IRAs have become increasingly common because they offer savers many potential advantages and can help you arrange tax-free retirement income.
Q. What are the benefits of a Roth IRA?
A. Roth IRAs have become increasingly common because they offer savers many potential advantages and can help you arrange tax-free retirement income. You contribute after-tax dollars, and the earnings can be withdrawn tax-free as long as you are age 59½ or older and have owned the IRA for at least five years.
I can help you decide whether a Roth IRA is right for you. And a personalized plan from Bell Investments will help you navigate your journey to retirement. Let’s find a time to talk. Give me a call.
The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax-free, as long as they are considered qualified. Limitations and restrictions may apply. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ala., Ariz., Colo., Mass., Minn., N.D., S.D., Texas, Va. and Wis.
Back to Advice Center