Traditional vs Roth IRAs: A Merit Moment скачать в хорошем качестве

Traditional vs Roth IRAs: A Merit Moment

Get a concise breakdown of the Traditional vs Roth IRA in this Merit Moment. Join JB and see which of these vehicles is the best choice for your specific situation and what makes them so different. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Merit Advisors, LLC are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to [protection benefits, safety, security, lifetime income, etc] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Merit Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Merit Advisors, LLC. 3362420 – 11/25.