A Roth IRA, or Roth individual retirement account, is an account that allows income to be deposited into it after being taxed, but allows tax-free withdrawals later on.  These types of accounts are held by custodians, and the funds are invested into stocks, bonds, and other assets.  Although Roth IRAs follow a standard set of rules, having a skilled and experienced investment adviser on your side can make all the difference.

If you’d like to learn more about getting the most out of your Roth IRA, or if a Roth IRA is something you’re interested in starting, don’t hesitate to contact us or visit our office in Louisville, KY.  You’ll speak directly to a helpful and informative adviser who will answer any questions and, if your objective is to improve the state of your current accounts, can review your statements to determine if they’re best serving you. Whether your financial plan includes preparing for retirement, saving for college, or building wealth, we look forward to helping you get started on the road to achieving your financial goals.