 RETIREMENT & SAVINGS ACCOUNT TYPES
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. 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. 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. SEP (Simplified Employee Pension) Account
An IRA that allows a self-employed individual to potentially contribute more than a Traditional IRA account would allow. 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.
Individual(k) Account
This 401(k) plan allows an owner to contribute both a profit sharing component and a salary deferral component. We offer no-fee retirement accounts. Savings Accounts
Individual Investment Account Joint Investment Account Trust Account Corporate Account Coverdell Education Savings Account (ESA) |
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