Roth IRA distributions are always tax-free… right? Not necessarily. There are certain circumstances where your Roth IRA distribution could be subject to income tax. Determining whether your withdrawal will be taxed depends on factors such as your age and the type of funds you’re withdrawing.

To learn more, click here to download “Determining Tax on Roth IRA Distributions in 5 Easy Steps.”pdf

For additional information on the distribution phase of retirement, Contact our office at (877) 714-2362 to schedule a time for a visit.

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Walter F. Pardo CWS®, PPC™

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008

info@wfp-taxes.com

www.wealthfinancialpartners.com