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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.


Ordering rules-Roth IRA

Definition The order in which amounts attributed to contributions, conversions and earnings are considered to be distributed from a Roth IRA. The ordering rules are

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Roth IRA

Definition A retirement savings vehicle, wherein earnings accrue on a tax-deferred basis and distributions are tax-free if qualified. A Roth IRA can be either of

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Roth IRA Conversion

Definition The converting of assets from a Traditional, SEP or SIMPLE IRA to a Roth IRA. Roth conversions can be accomplished in the following ways:

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Roth 401(k) Program

Definition A 401(k) plan under which elective deferral contributions are made  to a section 401(k) plan. The contributions must  satisfy the following requirements: Has been

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IRA Rules