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A Tax-Advantaged Savings Plan

An Individual Retirement Account (IRA) is an investment account designed to provide you a tax-advantaged way to save for retirement.   A Wealth Management Specialist will help you determine when to consider an IRA, explain different types of IRAs and help you choose an appropriate investment strategy.

Traditional and Roth IRAs
The primary difference between a Traditional IRA and Roth IRA is the type of tax benefit each delivers.

Roth IRA

  • No deduction for contributions
  • Tax-free investment earnings if you follow all the rules
IRA image
Traditional IRA
  • Contributions may be tax-deductible under certain circumstances
  • You can contribute up to $5,500 in 2015, and if you’re age 50 or older, you can contribute up to $6,500

Rollover IRA

A Rollover IRA, or a retirement savings account established for individuals, allows you to move, or rollover, assets from an administered retirement plan, typically from an employer. You can benefit from the tax-deferred growth potential of such a Rollover IRA if you are changing jobs, retiring or receiving a distribution from your employer’s retirement plan.

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

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Missouri/Illinois
Gene Todd
800-452-1414
Contact Gene

California
Bill Dolan 
949-475-6304
Contact Bill

Other States
Gene Todd
800-452-1414
Contact Me

Existing Account Support
Michelle Rogers
800-452-1414
Contact Michelle