Yes, you should definitely see a financial planner to open a Roth IRA. They can guide you through the entire process.
I do know that you can go to a local bank or your own bank and speak with there representative's about Roth IRA'S and basic IRA's. They can help you through everything of opening one, also you can do research about Roth IRA's online I found this website wich at the bottom you can click on how to open a Roth IRA, the website is www.yourrothiraguide.com/ I hope this help's and good luck with the IRA.
No training is required. However, you can attend retirement advice seminars offered by local credit unions and banks. These institutions can also help you open a Roth IRA.
To open a ROTH IRA with Ameritrade, one should visit their official website, which provides a wealth of information regarding IRA in general, the differences between traditional and Roth IRA, as well as the ability to open an account with them.
No, the deadline to open a Roth IRA for the tax year 2017 was April 17, 2018.
A Roth IRA calculator will allow you to compare a Roth IRA and a traditional IRA to help you best determine which option you need to be doing to meet your retirement needs.
You must have a roth ira open. When you are separated from your employer, or turn 59.5, you can instruct your employer to directly roll your 401k over to the roth ira.
If Roth IRA Faq did not help you, feel free to contact www.irs.gov.
yes
First you need to do a 401k rollover to Roth account. You will need to open a Roth IRA account. Do a 401k rollover to a Roth IRA online with any brokerage firm online. If you do find a brokerage firm that wants to charge you a fee to do a 401k rollover to a Roth IRA then pick a different one. You can get more assistance or help with more information by visiting http://hubpages.com/hub/401k-rollover-to-roth-ira
I have no idea how to rollover a traditional IRA to a Roth IRA. Your best is to talk to a financial adviser and see that they have to say. They should be able to help you.
To rollover your Roth IRA to another Roth IRA, you can directly transfer the funds from one account to the other. Contact the financial institution where you want to move your Roth IRA and they can help facilitate the transfer. Make sure to follow IRS rules to avoid penalties.
A Roth conversion calculator is a program to help determine if a Roth IRA is right for you. In some cases you wil benefit by converting your traditional IRA to a Roth