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Individual Retirement Accounts (IRAs) are special tax-advantaged savings accounts created to encourage Americans to save money toward retirement and for other important financial needs. Traditional IRAs allow for tax-deferred account growth. Roth IRAs can offer tax-free savings opportunities. Rollover IRAs can be established with funds from a former employer’s retirement plan or funds from another IRA. Education Savings Accounts allow parents, grandparents, relatives, and friends the opportunity to make an investment in a child’s future.
Self-Directed Traditional IRA
The expanded features of the Traditional IRA include substantially increased income limits for spouses and upfront tax deductions. Investors who are within five years of retirement may find the Traditional IRA the best choice.
Roth IRA
The new Roth IRA, funded with after-tax contributions, offers tax-free accumulation plus tax-free withdrawals in retirement. Most investors with more than five years to retirement will find this their best choice.
Roth IRA Conversion
Our custom software analysis will help your broker provide sound advice on whether to convert your traditional IRA into a Roth Conversion IRA. For more information please contact us.
Education IRA
Education IRAs can be established by any adult and offer tax-free earnings and withdrawls for qualified higher education expenses such as tuition, room and board, books and supplies. For more information please contact us.
Mutual Fund and Evergreen: 401(k) Now
Our turnkey 401(k) plans offer you a multitude of investment choices including individual 401(k) plans, mutual fund turnkey programs and the Evergreen 401(k) Now. Evergreen 401(k) Now is designed for larger plans and uses outstanding support for employee communications and enrollment. This plan’s commitment to technology also provides daily pricing, online account access and voice response capabilities.
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