The truth about taking money out of your Roth IRA [Richmond Refreshers]


 

If you have a Roth IRA, you may wonder what makes a withdrawal qualified so that you can take out funds tax and penalty free. Learn what you need to know about withdrawals, basis and more with our CEO & Co-Owner, Matt Curfman, CFP®.

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

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