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Individual Retirement Accounts (IRA)

Feel great about retirement.

Our Retirement Specialists help you prepare for your future.

IRAs

When you’re ready to retire, we want you to really be ready. Our IRA options are designed to help you maximize your retirement savings, so you’ll be set for your golden years.

We Offer Two IRA Options:

Traditional IRA

This retirement account allows you to defer taxes on your earnings made and deductibility of your contribution is based on your IRS guidelines. All earnings of your traditional IRA remain tax deferred until you make withdrawals, which are taxed as ordinary income during the tax year of their withdrawal.

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Roth IRA

An IRA is a non-deductible retirement account that features tax-free withdrawals for certain distribution reasons after five years. To qualify for a Roth IRA, you must have earned income (or your spouse must have earned income). You may contribute any amount up to 100% of your compensation or $6,000 (whichever is less), as long as your Modified Adjusted Gross Income is within the limits established by the government (last set in 2019). An additional $1,000 is allowed to be contributed for those over 50.

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Our Retirement Specialists are ready to answer any questions you may have regarding Individual Retirement Accounts and how we can help you!

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Blog

On Our Minds

Chart illustrating the difference between investing (solid blue line) and gambling (broken blue line).
Chart of the Day

Chart of the Day: Investing vs. Gambling

November 20, 2025

Today’s Chart of the Day is from Michael Mauboussin and highlights the difference between investing vs. gambling. 

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Investing options ranked by expected returns and risk.
Chart of the Day

Chart of the Day: 16 Investment Options

November 18, 2025

Today’s Chart of the Day is from Brian Feroldi with a great infographic breaking down all investments into 16 options.

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Line graph showing Cap rates on single-family rental property from 1950 to present.
Chart of the Day

Chart of the Day: History of Rental Rates

November 13, 2025

Today’s Chart of the Day comes from re:venture, a provider of real estate market data. The chart highlights single-family rental capitalization (cap)...

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