Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings due to its promise of tax-free withdrawals in retirement. To make the most of this type of account, it's essential to pay close attention to the rules. Archie Ponce, Optima's Executive Vice-President, is quoted in this article.
Investment advisory services provided by Optima Asset Management, Inc. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please see additional disclosures and
FORM ADV Part 3 for more information.
