Is a Roth IRA Right For You?

Retirement savers have several choices when it comes to putting money away for the future in a tax-advantaged way.  One of the more attractive alternatives to come on the scene in recent years is the Roth IRA. This free booklet defines a Roth IRA and potential advantages it offers.  Worksheets are also provided that can help you determine:

• If you are eligible for a Roth IRA.
• How much you can contribute.
• The benefit of saving through a Roth IRA.
• Whether you should convert an existing Individual Retirement Account into a Roth IRA.

To receive your free copy of "The Roth IRA: Is it right for you?", go to our Request Info page.

*Investment services offered through Union Bank & Trust Company’s Trust Division.
Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.