Determining Tax on Roth IRA Distributions

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Roth IRA distributions are always tax-free… right? Not necessarily. There are certain circumstances where your Roth IRA distribution could be subject to income tax. Determining whether your withdrawal will be taxed depends on factors such as your age and the type of funds you’re withdrawing.

To learn more, click below to download “Determining Tax on Roth IRA Distributions in 5 Easy Steps.”

For additional information on the distribution phase of retirement, contact RFG Wealth Advisory at 940-464-4104.

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Determining Tax on Roth IRA Distributions in 5 Easy Steps


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