Invesco Aim | Individual Retirement Plans

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Individual Retirement Plans

Click on a plan for more information.	Traditional IRA Including Rollover IRA	Roth IRA
KEY FEATURES
May receive an eligible rollover distribution from a qualified plan. (Also known as a Rollover IRA.)
Tax deductions depend on salary level and whether IRA owner is eligible to participate in an employer-sponsored retirement plan.
Contributions are nondeductible.
Earnings accumulate on a tax-deferred basis.
Qualified distributions are tax free.
Contributions allowed after 70½.
Permits tax-free and penalty-free withdrawals of earnings after five years.
Permits tax-free and penalty-free withdrawals of contributions at any time.
WHO CAN ESTABLISH
Contributor must have earned income.
For married couples filing jointly, a nonworking spouse may also fund based on the earned income of the working spouse (up to the annual limit).
Anyone whose AGI does not exceed certain limits.
Anyone who is not filing a "married filing separately" tax return and has annual AGI that does not exceed $100,000 can convert his/her traditional IRA to a Roth IRA.
ANNUAL CONTRIBUTIONS
Up to the annual limit must be made by April 15 to be considered a prior-calendar-year contribution.
ANNUAL FEES
$10 per account includes 1099-R and 5498.

This information does not constitute tax advice. Please consult your tax adviser about your particular situation.

NOT FDIC INSURED

MAY LOSE VALUE

NO BANK GUARANTEE

Consider the investment objectives, risks, and charges and expenses carefully. For this and other information about AIM funds, please obtain a prospectus from your financial adviser and read it carefully before investing.

All data provided by Invesco unless otherwise noted.

Invesco Aim Distributors, Inc. 01/2010