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Rakhi Vasavada
Rakhi Vasavada, Financial and Legal Consultant
Category: Finance
Satisfied Customers: 4480
Experience:  Graduated in law with Emphasis on Finance and have have been working in financial sector for over 12 Years
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How to read my Roth IRA statements?

Customer Question

How to read my Roth IRA statements?
Submitted: 10 months ago.
Category: Finance
Expert:  Rakhi Vasavada replied 10 months ago.

Dear Friend,

Hello and welcome. Thank you for providing an opportunity to assist you.

In a typical ROTH IRA Statement, you will find the value of your portfolio, its holdings, its performance over a given period, recent transactions, etc.

I am attaching herewith a Sample Roth IRA Statement. Just go through it and try and compare with yours. It will answers all your questions.

Please check the below link for a Sample Roth IRA Statement.

http://global.morningstar.com/us/documents/SampleReports/ADV_AWO_SampleReport_AccountStatement.pdf

If you still face difficulty understanding your statement, please attach the same and send it here. I will explain it to you.

I am sure this would help.

You may please leave a positive rating if this helps as this is the only way we are compensated for assisting you. Alternatively, you may revert back with a reply if you need further assistance or if I have missed out on any aspect of your question.

Warm Regards,

Customer: replied 10 months ago.
Ok
Expert:  Rakhi Vasavada replied 10 months ago.

Dear Friend,

Hello again. Thank you for your reply.

I believe I was able to help you. Should you have any more questions, please feel free to revert back.

In the meantime, I would request you to please positively rate our service if this helped as this is the only way we are compensated for assisting you. Alternatively, you may revert back with a reply if you need further assistance or if I have missed out on any aspect of your question.

Warm Regards,

Customer: replied 10 months ago.
Thank you
Expert:  Rakhi Vasavada replied 10 months ago.

Hello,

I believe I did not convey myself properly.

If my services helped you, please leave a positive rating for the same.

If you have further questions, you may revert back at any time that is convenient to you.

Warm Regards,

Customer: replied 10 months ago.
Ok
Customer: replied 10 months ago.
Great
Expert:  Rakhi Vasavada replied 10 months ago.

Dear Friend,

Hello again.

You are most welcome.

I am sure this would help.

You may please leave a positive rating if this helps as this is the only way we are compensated for assisting you. Alternatively, you may revert back with a reply if you need further assistance or if I have missed out on any aspect of your question.

Warm Regards,

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