Roth IRA

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requested information.

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 234-719-5933

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Early Withdrawals
Withdrawing funds too soon can trigger taxes and penalties, reducing the growth potential of your Roth IRA.

RMD Rules
Failing to understand Required Minimum Distribution (RMD) rules for inherited Roth IRAs can lead to steep tax penalties.

Ignoring Contributions
Not contributing regularly to your Roth IRA can lead to missed opportunities for tax-free growth over time.

Bad Roth Conversions
Converting too much in one year can push you into a higher tax bracket, increasing tax burdens.

Catch Up Contributions
Failing to take advantage of catch-up contributions for those over 50 can limit your retirement savings potential.

Not Maximizing Limits
Underutilizing contribution limits each year can drastically reduce the amount of tax-free retirement income.

Procrastinating
Delaying contributions means missing out on years of potential tax-free compounding.

Ignoring Spousal IRAs
Forgetting to open a spousal Roth IRA when eligible limits a couple’s ability to maximize retirement savings.

Tax Impact
Not considering the tax impact of Roth IRA conversions can leave you with unexpected tax bills.

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Financial Security Management Agency, Inc.
972 Youngstown Kingsville RD SE
PO BOX 830, Vienna, OH 44473

330-539-1700

www.fsmagency.com

matt@fsmagency.com
glen@fsmagency.com

Financial Security Management Agency, Inc.
972 Youngstown Kingsville RD SE
PO BOX 830, Vienna, OH 44473

330-539-1700

www.fsmagency.com

matt@fsmagency.com
glen@fsmagency.com

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Financial Security Management. Financial Security Management is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.