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Fidelity Roth IRA For Beginners | Step By Step Tutorial


Fidelity Roth IRA For Beginners: Roth IRA's are extremely important when it comes to planning retirement. A Roth IRA is an individual retirement account that allows you to invest after tax income for retirement that when the time comes to withdrawal, is completely TAX FREE. ➤ FOLLOW ME Danny's Money talk: Twitter: ➤ COMMUNITY CHAT Discord: ​​​​​​​ 📽 Other videos you may like 📽 - Fidelity Index Funds For Beginners: - Mutual Funds vs Index Funds vs ETFs: 📕 Books I Recommend 📕 MONEY Master The Game by Tony Robbins: Macroeconomics by David A. Moss: Rich Dad Poor Dad by Robert T. Kiyosaki: The Intelligent Investor by Benjamin Graham: My Music: What is a Roth IRA? A Roth IRA is an individual retirement account that by the United States law allows one to invest after tax money to withdrawal for retirement tax free. Link to open up a Roth IRA on Fidelity (Not Sponsored): Pros: 1. Withdrawal Tax Free 2. Time for investments to grow 3. You can withdrawal contributions any time penalty free 4. You have control on how you want to manage the account Cons: 1. Income Limit: If you have to high of an income then you are unable to contribute to a Roth IRA. 2. Contribution Limit: How much you are able to contribute to the account every year. 3. Can't withdrawal earnings before 59.5 4. Withdrawal earnings early and pay taxes and 10% penalty. Why are Roth IRA's a great approach when planning retirement? Investing in a Roth IRA may not seem like a great choice today, let's face it you are putting money away in this account that you really should not touch until you are at least 59.5 years of age and will not be able to use it. With proper planning and discipline, a Roth IRA by the time you could retire could truly save you hundreds of thousands of dollars. WHY? If you were to invest for 20, 30, even 40 years and hit the max contribution every year when investing in strong funds, the chances of your accounts value being high is likely. Paying taxes on a portfolio that high would come with an extremely heavy cost, but paying no taxes would save you many years of working. Don't let time keep passing, let your money work for you. If you found any value in this content please consider hitting the like button and subscribing as I continue spreading the highest quality content related to "money talk" to impact as many lives as possible. ⏰ Timestamps ⏰ 00:00 Roth IRA Intro 02:41 How To Start 04:07 How To Invest 09:25 Summary Sources: - - - 🔔 Don't forget to subscribe with notifications on and hit that like button! Disclaimer: I am not a financial expert and everything said in this video was said to help give you knowledge, you should not buy an investment or rely on me because of my personal opinions....(read more)



LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
A Roth IRA is a great way to save for retirement. It allows you to save money on a tax-deferred basis, meaning you don’t have to pay taxes on the money you put into your account until you withdraw it. It also offers the potential for tax-free growth and withdrawals in retirement. Fidelity offers a variety of Roth IRA options, so it’s important to understand the different types of accounts and how they work. This step-by-step tutorial will walk you through the process of setting up a Fidelity Roth IRA. Step 1: Determine Eligibility The first step in setting up a Fidelity Roth IRA is to determine your eligibility. To be eligible, you must meet certain income requirements and be under the age of 70 ½. Additionally, you must have earned income, such as wages, salaries, or self-employment income. Step 2: Choose an Account Type Once you’ve determined that you’re eligible to open a Fidelity Roth IRA, the next step is to choose the type of account you want. Fidelity offers two types of Roth IRAs: Traditional and Roth. With a Traditional Roth IRA, you’ll make contributions with after-tax dollars and your contributions are tax-deductible. With a Roth IRA, you’ll make contributions with after-tax dollars, but your contributions are not tax-deductible. Step 3: Choose an Investment Strategy Now that you’ve chosen the type of account you want, it’s time to decide on an investment strategy. Fidelity offers a variety of investments, including stocks, bonds, mutual funds, ETFs, and more. You can also choose to invest in a target-date fund, which is a professionally managed portfolio that automatically adjusts its asset allocation to become more conservative as you get closer to retirement age. Step 4: Open an Account Once you’ve chosen your investments, the next step is to open an account. To open a Fidelity Roth IRA, you’ll need to provide some basic personal information, such as your name, address, Social Security number, and date of birth. You’ll also need to provide some financial information, such as your income and any existing retirement accounts. Step 5: Make Contributions Now that your account is open, it’s time to make contributions. You can make contributions to your Fidelity Roth IRA on a regular basis, or you can make a one-time contribution. The maximum contribution limit for 2019 is $6,000, or $7,000 if you’re age 50 or older. Step 6: Monitor Your Account Once you’ve opened your account and made contributions, it’s important to monitor your account regularly. Fidelity offers a variety of tools and resources to help you track your investments and make sure your portfolio is on track to meet your retirement goals. By following these steps, you can easily open a Fidelity Roth IRA and start saving for retirement. With the potential for tax-free growth and withdrawals in retirement, a Roth IRA is a great way to save for the future. https://inflationprotection.org/fidelity-roth-ira-for-beginners-step-by-step-tutorial/?feed_id=69245&_unique_id=63e5893a600bc #Inflation #Retirement #GoldIRA #Wealth #Investing #dannysmoneytalk #fidelityinvestments #fidelityinvestmentsforbeginners #fidelityrothira #fidelityrothiraexplained #fidelityrothiraforbeginners #fidelityrothirahowtoinvest #fidelityrothirareview #fidelityrothiratutorial #howtoinvestfidelityrothira #howtoopenarothirawithfidelity #howtoopenarothirawithfidelityforbeginners #ira #RothIRA #rothiraexplained #rothirafidelitytutorial #rothiraforbeginners #rothiravstraditionalira #RothIRA #dannysmoneytalk #fidelityinvestments #fidelityinvestmentsforbeginners #fidelityrothira #fidelityrothiraexplained #fidelityrothiraforbeginners #fidelityrothirahowtoinvest #fidelityrothirareview #fidelityrothiratutorial #howtoinvestfidelityrothira #howtoopenarothirawithfidelity #howtoopenarothirawithfidelityforbeginners #ira #RothIRA #rothiraexplained #rothirafidelitytutorial #rothiraforbeginners #rothiravstraditionalira

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