If you do not have a Roth IRA at American Funds and would like to open one
Before contributing to a Roth IRA, it is best practice to know if you are eligible to contribute to a Roth IRA for the previous year. FMN is equipped to help you understand if you are eligible to contribute to a Roth IRA. To find out more simply CLICK HERE to upload your most recent complete tax return, and then reach out to info@wbtplan.com to let our staff know you are interested in opening a Roth IRA and that you have provided your complete tax return for our analysis.
If you have a Roth IRA open at American Funds, please send us the account number as part of this process.
Once this analysis has been completed, send your check to WBT with the Attn Line: Retirement Savings