Apply Simple IRA Plans & ESA Accounts for Savings Investments

SHAREHOLDER SERVICES

Services Communications Retirement &
Savings Education Savings FAM Funds Team Tax Center Account Applications Forms FAQs News & Commentary Disclaimers & Disclosures

INVEST WITH US INVESTMENT ADVISORS

Regular Investment Accounts

Individual Investment Account/Joint Investment Account/Trust Account/Corporate Account
Download Application Download Prospectus
These are taxable savings accounts.

Retirement Accounts

Traditional Individual Retirement Account (IRA) - An account designed for individuals to save for retirement on a tax-deferred basis with the possibility of yearly contributions being tax-deductible. The facts of your income and participation in any employer retirement plan determine if a contribution is deductible.
Download Application   Download Prospectus   Download Disclosure

Roth IRA - An account in which an individual can save money tax-deferred and potentially access the money tax-free. Roth IRAs are used for a variety of purposes, including retirement and education expenses.
Download Application   Download Prospectus   Download Disclosure

SIMPLE (Savings Incentive Match Plan for Employees) IRA - This type of account allows employers to contribute on behalf of their employees on a tax-deferred basis. Download Application Please contact us for an application.

SEP (Simplified Employee Pension) Account - An IRA that allows a self-employed individual to potentially contribute more than a Traditional IRA account would allow.
Download Application   Download Prospectus   Download Disclosure

403(b)(7) Account - A type of plan that allows employees of certain tax-exempt employers to set aside a portion of their compensation for retirement purposes. Please contact us for an application.

Individual(k) Account - This 401(k) plan allows an owner to contribute both a profit sharing component and a salary deferral component. Please contact us for an application.

We offer no-fee retirement accounts.

Education Accounts

Coverdell Education Savings Account (ESA) - An account which can be set-up by an individual or business to save, potentially tax-free, for a minor’s education expenses.
Download Application Download Prospectus Download Disclosure

Uniform Gifts to Minors Act (UGMA) Account
& Uniform Transfers to Minors Act (UTMA) Account -
Acts that allow minors to own property such as securities. For parents, grandparents or anyone who would like to set up an investment account for a minor.
Download Application Download Prospectus

FAM’s mutual funds can help you through all of life’s seasons:

Save for your long-term goals with a standard taxable investment account.
Prepare for your children’s education costs with a Coverdell ESA or UGMA/UTMA Account.
Save for your retirement with a tax-deferred, no-fee FAM retirement account.
Rollover your 401(k) or 403(b)(7).

The FSS team is ready, willing and able to help. Click Here