Individual Retirement Accounts (IRAs)

Start your smart savings journey with an individual retirement account, or IRA. A traditional IRA allows individuals to save money for retirement while enjoying certain tax advantages in the process. You can use an IRA to invest either in mutual funds or in an “individual retirement annuity.”  Contributions to a traditional IRA may be tax deductible, while another type, the Roth IRA, conveys its tax advantages upon withdrawal instead. We can also create SIMPLE IRA plans in which employers make matching or non-elective contributions. Contact us to find out what type of IRA makes sense for you.



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