Keep It Simple Financial Planning

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3 Common IRA Questions

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In today’s workshop, we’ll be discussing a few common questions I receive on a regular basis. Join us for this workshop to learn the answers to the following questions:

Can I contribute to an IRA or Roth IRA on behalf of my spouse who does not work or who makes less than the contribution limits?

Can I convert my IRA or employer plan (401(k). 403(b), SEP IRA) to a Roth IRA?

When can I take money out of my Roth IRA? Will I have to pay any taxes or penalties on what I withdraw?