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Member FINRA/SIPC
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Tax Increase Prevention and
Reconciliation Act of 2005(TIPRA)
Roth IRA
Wait 5 calendar years
Wait 5 calendar years
Withdrawals viewed as tax exempt
Retirement Income
Retirement Income
Tax-Exempt Income
+
Flexibility & Control
Flexibility & Control
Reduced tax exposure
Innovative Retirement Products
Innovative Retirement Products
Market Participation
Innovative Retirement Products
Market Participation
Sustainable Income
Innovative Retirement Products
Competitively Priced
Innovative Retirement Products
Competitively Priced
Understandable Income
Member FINRA/SIPC
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