Do you know the differences between a Traditional IRA and a Roth IRA? Would an easy-to-use fact sheet breaking down each of these financial products be useful to you?

AIP Marketing Alliance recently created a Traditional and Roth IRA 2020 Fact Sheet, which shows some of the similarities and differences between these retirement-planning products. This agent-approved chart answers some of the Traditional IRA and Roth IRA questions below that your clients may ask during an appointment.

• Who can contribute?
• Are my contributions deductible?
• How much can I contribute?
• What is the deadline to make contributions?
• When can I withdraw money?
• Do I have to take required minimum distributions (RMDs)?
• Are my withdrawals and distributions taxable?

AIPMA has this document available to distribute to our independent members and agents for their use. The chart is provided for informational and educational purposes only. We also encourage you to consult a qualified tax professional for additional assistance before providing recommendations to your clients.

To receive a PDF version of this form, simply contact our Business Development team at (800) 783-5206 Press #2 or email marketing@aipma.com.