A Roth Individual Retirement Account (Roth IRA) is a retirement savings option funded with after-tax contributions, allowing qualified withdrawals in retirement to be tax-free. This structure can provide long-term flexibility and tax advantages for individuals planning ahead.

Jess Tax & Multiservices provides educational guidance to help clients understand Roth IRA eligibility requirements, contribution limits, and general withdrawal rules. By reviewing current income, future tax considerations, and personal financial goals, clients can better determine whether a Roth IRA may be an appropriate part of their overall financial and tax planning strategy.

Our focus is on clarity, compliance, and informed decision-making to support long-term financial confidence.