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Happy Birthday Roth IRA

June 23, 2018


In Episode 3, Travis and Kelly celebrate the 20th birthday for the Roth IRA.  Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed.

The two types of Individual Retirement Accounts are similar in many ways but they do have some important differences.

Learn about their histories, benefits, contribution limits, and their restrictions. (6.23.18)

Articles Referenced

It’s Roth’s 20th Birthday Party. Where Is Everyone? Financial Planning Ed Slott 11.20.17
How the New Tax Law Changes Roth IRA Conversions Financial Planning Ed Slott 1.23.18