Kim Purnell
A Wix Legend Marketplace Agency
CLIENT RESOURCES
ROTH IRA
A Roth IRA is an individual retirement account that allows you to save money for retirement on a tax-free basis.
Contributions to a Roth IRA are made with after-tax dollars, but the money grows tax-free and withdrawals in retirement are also tax-free. This means you can potentially avoid paying taxes on your retirement savings, which can result in significant tax savings.
Additionally, Roth IRAs generally have fewer restrictions and more flexibility than traditional IRAs, making them an attractive option for retirement planning.
When considering a Roth for your retirement planning, some key questions to ask yourself are:
1. How much can I contribute to a Roth IRA each year?
2. What are the income limits for contributing to a Roth IRA?
3. Are there any tax benefits to a Roth IRA?
4. How can I access my Roth IRA funds without penalty?
5. What are the different types of investments available in a Roth IRA?
6. Are there any other costs associated with a Roth IRA?
Download it today or give us a call to discuss you retirement planning strategies. You'll be glad you did. Here is an important retirement planning checklist curtosity of the Alliance for Lifetime Income.
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Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
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Adaptive Marketing Group, LLC
898 Glendale Ave Palm Bay, FL 32907
Florida
A000000
[Mobile Phone]
321-327-9049
Insurance & Retirement Planning Specialist
Kim Purnell
FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.
FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.
You can learn more about FINRA's rules and guidance on disclosure from their website ?.
Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.