Did you know…1
Planning for your future retirement plays a crucial role in your overall future financial security. A Roth IRA can help by providing a significant source of retirement income.
Is a Roth right for you?
Are you eligible for a Roth IRA?
MAGI below $112,000
MAGI $112,000 - $127,000
Married, filing jointly
MAGI below $178,000
MAGI $178,000 - $183,000
2013 Contribution Limits
Under age 50
Age 50 and older
Conversions to a Roth IRA
You may also be eligible to convert your Traditional IRA to a Roth IRA. Or, if you have money from a workplace retirement plan that you need to move, you may be able to roll it into a Roth IRA.
I can help explain your options so you can determine the best solution for your situation.
Count on COUNTRY
No matter where you’re starting from, an IRA from COUNTRY can help you build for your family’s financial future.
Backed by a team of experts, I am here to help you every step of the way.
Contact me today to get both the personal service and the comprehensive professional expertise you deserve.
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1Investment Company Institute. ICI Research Perspective. November 2011.
Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®.
COUNTRY and our representatives cannot give tax advice. Any information we provide reflects our understanding of current tax laws. See your tax advisor for full details.