- To qualify for the tax free penalty free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 591/2 or due to death, disability, or a first time home purchase (up to $10,000 lifetime maximum).
You should consider the investment objectives, risks, charges and expenses of an investment carefully before investing. The prospectus contains this and other important information. Prospectuses for both the variable annuity contract and the underlying funds are available from your financial professional. Please read all prospectuses carefully before investing or sending money. Guarantees are based on the claims paying ability of the issuing company.