I want to

Open a Roth IRA

If you would like to open a Roth IRA at American Funds 

Before opening 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.