Your Guide to the Basics of a Roth IRA

Published on: Oct 15, 2022

We’re all concerned about the potential for tax increases, so more and more people are wisely considering optimizing their tax-free wealth with Roth IRAs. All things Roth are the sole focus on this show! You’ll learn:


  • The difference between a Roth IRA and a traditional IRA
  • How to withdraw from your Roth without penalties
  • What a Roth conversion is and when it’s a good idea
  • How the 5-year rule could effect you
  • What to do with an inherited IRA

You need a financial advisor who works with you.  At Beacon Capital Management, we make it simple. We gather some basic information from you about your goals, your current investments, and your financial situation. We research potential opportunities for you. We do all the heavy lifting then we share those findings, and recommendations, with you. It’s all your decision in the long run, we are here to educate you and guide you. Whether you work with us or not, we are happy to talk with you and give you a free second opinion.

Schedule your Financial Plan Checkup for FREE!

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