Whereas a Traditional IRA is funded with pre-tax dollars and then taxes are paid when funds are distributed, contributions to a Roth IRA are made with after tax dollars so all earnings and distributions can be taken without paying federal tax. Roth IRAs tend to be more flexible, and can be especially beneficial for younger investors who are currently in a low tax bracket.
Did you know that you can convert an existing Traditional IRA to a Roth IRA* to enjoy more flexibility and tax-free income in retirement?
Call 877.962.9032 to find out more from a SunTrust Investment Services (STIS) advisor.
Learn how our SunTrust SummitView goals-based planning approach can give you a clear view into all your stocks, bonds, retirement and savings accounts, allowing you and your advisor to better align your investments to your goals and objectives.
*Please consider taxes and costs before you decide if conversion is right for you.
The latest generation of business banking and payments technologies offers forward-thinking businesses the unprecedented ability to collect payments in less time, with less effort and without a great deal of your attention.
Use this mortgage refinance calculator to compare your existing monthly mortgage payment with a refinanced loan.
Like all homebuyers, millennials may need a little assistance determining what they can afford, especially in light of current priorities.
This podcast offers insights on what’s driving millennial homebuyers today, what they perceive as risks and how their lifestyles differ from generations before them.
Taking stock of your big-picture financial goals can help you evaluate all the factors when thinking about refinancing.
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