OPEN AN ACCOUNT
Thank you for choosing Cobalt Wealth Management, we look forward to working with you to help you on your path to reaching your financial goals. Please complete this form to get started with your new account
You cannot deduct contributions to a Roth IRA.
If you satisfy the requirements, qualified distributions are tax-free.
You can make contributions to your Roth IRA after you reach age 70 ½.
You can leave amounts in your Roth IRA as long as you live.
The account or annuity must be designated as a Roth IRA when it is set up.
YEARLY CONTRIBUTION LIMITS $6,000 ($7,000 if you're age 50 or older), or, If less, your taxable compensation for the year
TRADITIONAL IRA
