Roth IRAs – A Roth Individual Retirement Annuity (IRA) is a retirement savings tool that accumulates money on an after-tax basis. Since the funds have already been taxed, qualified withdrawals made later can be made income tax-free. See your tax advisor for advice about your specific situation and income restrictions.
Income restrictions apply to traditional IRA and Roth IRA plans. Your Catholic United Sales Representative can explain the options and advantages available to you.
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:
Catholic United IRAs are Individual Retirement Annuities