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You are here: Home / Roth IRA

Roth IRA

With a Roth IRA, you make contributions with money on which you’ve already paid taxes. Your money can then potentially grow tax-free, with tax-free withdrawals in retirement, provided that certain conditions are met.

Benefits
Earnings grow tax-free
Tax-free withdrawals
No required minimum distributions
Can be set up with another retirement plan

Advantages 
Eligibility
  • No age limit
  • Must have earned income
2019 & 2020 Contributions
  • After tax contributions grow tax and penalty free with a maximum contribution of $6,000 ($7,000 if age 50 or older)
Earnings
  • After age 59 1/2 earnings can grow tax-free and penalty-free if the account has been open at least 5 years
Withdrawals
  • Tax-free and penalty free withdrawals at any age
  • No Required Minimum Distributions (RMDs) during the lifetime of the original account owner
Funding Your Account
  • Use earned income
  • Rollover funds from a 401(k)
  • Transfer an IRA
  • Convert a Traditional IRA to a Roth IRA

Next Steps


Open a Roth IRA


Funding your Forge Trust Account

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Contact Us

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@ForgeTrust.com
CCPA Requests

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

FORGE TRUST AND FORGE TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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