Young Roth Club← Handoff guideFill it in together. Never write passwords or full account numbers.
It’s yours now.
Every job since ageadded up to this. Congrats,
Your account
ProviderTypeRoth IRAEnds inLog in atYours sinceInvested inBeneficiary
What you put in, by year
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Total put in$
Check this against your provider’s records. This amount can generally come out later without tax.The money you put in
can generally come out any time, tax- and penalty-free. But it stops growing.
The growth
stays until 59½, or you’ll usually owe tax plus a 10% penalty. First home and college have special rules.
Keep adding
Any job counts. You can put in up to what you earn each year.
Stay safe
Turn on two-step sign-in. Never share your password. Call the number on the provider’s website if unsure.
A note from us
Young Roth Club · Keep this with your records folder. No passwords on paper.Education only. Not tax, legal, or investment advice.