Top 5 Roth IRA Benefits - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

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Top 5 Roth IRA Benefits - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group - Presentation Transcript

  1. Top 5 Roth IRA Benefits Without a Roth IRA With a Roth IRA You PAY Taxes You Do NOT Pay Taxes www.skloff.com
  2. 1. Interest & Gains in a Roth IRA Grow Tax Free www.skloff.com
  3. 2. Withdrawals from Roth IRA Are Tax Free www.skloff.com
  4. 3. Traditional IRA RMD, Roth IRA NO RMD www.skloff.com
  5. 4. With NO RMD Savings Keep Growing Your Savings Could be Worth $59,677,619.56 After 30 years This includes a starting balance of $4,497,970.00 and a 9.00% annual rate of return. www.skloff.com
  6. 5. With No Withdrawals You Have No Income ·No Income Could Mean No Income Taxes ·No Income Could Mean Higher Social Security ·No Income Could Mean Medicaid Eligibility www.skloff.com
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