Save time with our cheat sheets, fact sheets, checklists & books!

Roth IRAs

Scroll down for Roth IRA content: A Roth IRA is an individual retirement account that is funded with amounts that have already been taxed. Earnings grow tax-deferred and qualified distributions are tax-free. This category includes various content that focuses on Roth IRAs. Please check back often as we add more content.


Disclosure statement

Definition A document provided to participants, explaining certain provisions in non-technical terms. For IRAs, each participant must be provided with a disclosure statement , which

Read More »

Direct conversion

Definition A Roth Conversion that occurs directly between the delivering retirement account and receiving Roth IRA. The delivering account can be either of the following:

Read More »

Determination letter

Definition A letter issued by the IRS to a plan sponsor, indicating whether the IRS has determined that a retirement plan is qualified. Form 5300

Read More »

Be among the first to know when

IRA Rules