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Roth IRA

A Roth IRA is an individual retirement arrangement that, except as explained below, is subject to the rules that apply to a traditional IRA. It can be either an account or an annuity. Individual retirement accounts and annuities are described in Traditional IRAs.

To be a Roth IRA, the account or annuity must be designated as a Roth IRA when it is set up. A deemed IRA can be a Roth IRA, but neither a SEP-IRA or SIMPLE-IRA can be designated as a Roth IRA. Details about Roth IRAs are contained in Publication 590, Individual Retirement Arrangements (IRAs) and include:

  • Setting up your Roth IRA;

  • Contributions to your Roth IRA; and

  • Distributions (withdrawals) from your Roth IRA.

Investing basics and lots of other tips are included at A Beginner’s Guide to Investing, information provided by the Securities and Exchange Commission.

Learn more about Roth IRAs at Tax Trails, an interactive lesson.

Taxation of pension income - including distributions from Roth IRAs - is covered at Link and Learn Taxes, a self study course on the IRS web site.

More Roth IRA Resources

For Professional Consultation Services Contact:
Executive Benefit Plans, Inc.
Suite 1188
1186 Route 56 East
Apollo, PA 15613-9725 USA

Phone: 800-622-2411 or Fax: 724-478-1688
E-mail - info@benefitplans.com

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