Lake Trust Website

Roth IRAs

Work hard and take care of business now so you can relax and enjoy the rewards of your work later.

A Roth Individual Retirement Account (IRA) is a retirement savings plan where your money is invested in stocks, bonds and other investment options. Unlike the Traditional IRA, however, the money you put in a Roth IRA is taxed before it's invested.

 

There are also limits on the amount you can contribute each year and they are not tax-deductible. But here's the good news: Qualified distributions are tax-free but certain criteria must be met.

Let's Connect

If you think that a Roth IRA is for you, then it's time for us to chat.

Contact Us arrow_right_alt