Important information:

Traditional: Early distributions may be subject to tax and a 10% penalty if you take a distribution before reaching age 59½.

Roth: Earnings distributions may be subject to tax and a 10% penalty if the account is less than five years old and the owner is younger than 59½. This content is intended as educational and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique investment objectives and financial situation. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee to its accuracy or completeness.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.