Can an Annuity Be a Roth IRA?
Can an Annuity Be a Roth IRA?

Retire For Less With The Annuity Expert di Shawn Plummer

Note sull'episodio

Are you looking for a way to generate tax-free income for the rest of your life? In this video, Shawn Plummer from The Annuity Expert answers one of our most common questions: Can you hold an annuity inside a Roth IRA?

The short answer is yes! Shawn explains how a Roth IRA Annuity works, and the specific IRS rules you must follow (like the 5-year rule and the age 59 Β½ rule) to ensure your withdrawals remain 100% tax-free. You will learn the differences between Fixed, Fixed Index, and Variable Roth annuities, and how adding a Lifetime Income Rider can create a guaranteed, tax-free paycheck for you and your spouse until the day you die.

πŸ“– Read our full, step-by-step guide on Roth IRA Annuities here:

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