- Traditional IRA
A Traditional IRA is a tax-deferred retirement savings account. Dividends, interest payments and capital gains compound each year allowing a Traditional IRA to grow faster than a taxable account.
- Roth IRA
A Roth IRA is a tax-free retirement savings account that can be funded with after-tax dollars. Funds deposited continue to grow tax-free and can be withdrawn with no penalty.
- SEP IRA
A SEP IRA is a tax-deferred retirement savings account for self-employed individuals and small business owners. Contributions are tax-deductible until investments are withdrawn.
- SIMPLE IRA
A Simple IRA is a tax-deferred incentive match plan for employees. Contributions are tax-deductible, and your investment grows tax-deferred until withdrawn.
- Individual 401(K)
A Self-Employed 401(k), also referred to as an Individual 401(k), is a retirement plan funded with after-tax dollars. There are two versions of an Individual 401(k). Both versions are for sole proprietors who have no employees.
- Rollover IRA
A Rollover IRA is a traditional IRA that is used by clients who have had multiple employers. Assets accumulated in employer-sponsored accounts such as a 401(k) are sometimes fortified into a single account.