A Roth IRA Savings Snapshot
Looking for a way to calculate your tax-free growth before making a commitment? Using a Roth IRA can be a great way to accomplish that.
When you open a Roth IRA, you’re not just investing today, you’re planning for a secure financial future. One of the key benefits of a Roth IRA is the flexibility it offers. Unlike traditional retirement accounts, you can withdraw your contributions at any time without penalties or taxes. This feature can provide confidence, knowing your money is accessible if you need it.
Try out this calculator to get a better understanding of your balance during the contribution period, and at the time of retirement.
To maximize the benefits of your Roth IRA, consider contributing regularly. Setting up automatic contributions can help you stay on track for the long run.
Additionally, as you plan for retirement, remember to review your investment choices. Changing up your portfolio can help manage risk and enhance potential returns. Whether you choose stocks, bonds, or mutual funds, make sure your investments align with your long-term goals.
A Roth IRA is a powerful tool for retirement savings. By understanding its benefits and planning wisely, you can set yourself up for a relaxing future. Don’t hesitate to reach out to one of our personal finance officers to discuss your options and create a strategy that works for you
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Landmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Landmark Investment Center, and may also be employees of Landmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Landmark Credit Union or Landmark Investment Center. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Landmark Credit Union Guaranteed | Not Landmark Credit Union Deposits or Obligations | May Lose Value |
LPL Financial Form CRS - www.lpl.com/CRS