October 27, 2017

Determining Tax on Roth Distributions

When you created your Roth IRA account, you might have been under the impression that the money you take out of it will always be tax free.

Unfortunately, there are exceptions to this rule that could leave you surprised and frustrated once you receive your tax bill.

Roth IRA distributions can consist of contributions, converted funds, and earnings – or any combination of the three. Depending on the type of asset you’re withdrawing and the timing of when you take it, your distribution could be subject to income tax.

To avoid surprises and unexpected penalties, click here to download “Determining Tax on Roth IRA Distributions in 5 Easy Steps.”

Have additional questions? Contact our office at 703-466-0477.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.



Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC