There are multiple options for funding a Roth IRA. Each option is subject to a strict set of rules, and breaking any of these rules could negate the tax benefits of the Roth IRA. When done right, these funding options can help to create tax-free income for a Roth IRA owner and their beneficiaries. During this presentation, Denise will demonstrate how to operate within the regulatory limitations for funding Roth IRAs, thus avoiding excise taxes and penalties that apply to overfunding. Discussion Leader: Denise Appleby
