
Differences Between a Traditional IRA and Roth IRA
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.
Latest Posts



Categories
Tags
Fidelity Guaranty Life North American Women American Equity Ira Charity Regulations Fixed Annuity Medicare_Supplements Senior Health Shop Term Life Insurance Taxes Covid19 Myaip Tax Season Foresters Financial Annuity Tickit Myga Aipma Nationwide Carriers Equitrust Roth Ira Aig Bestow Securian Financial Social Media Tips Financial Planning Long_Term_Care Job Posting Protective Regional Director Retirement Planning Permanent Life Insurance Genworth Open Enrollment Life_Insurance Lincoln Financial Group Coronavirus Covid 19 Web Meetings Working From Home Drop Ticket Transamerica Webinars Limra Legal And General Holiday Culture Secure Act Fixed Indexed Annuity Nafa Global AtlanticContact Us
800.783.5206
2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897
About Us
For more than 35 years, AIP Marketing Alliance (AIPMA) serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. Copyright 2021