IRAs or Retirement Services
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Setting up a Traditional IRA allows you to defer taxes on the earnings from your contributions until they are withdrawn. Contributions may be tax deductible for the tax year for which they are made. You may be able establish a Traditional IRA if you are younger than 70 ½ for the entire tax year and you (or your spouse) have earned income.
Please refer to the IRS’s Traditional IRAs Webpage for specific guidelines governing this product.
Establishing a Roth IRA allows non-tax deductible contributions and features tax-free withdrawals for certain distribution reasons after a five year holding period. You may be eligible to establish a Roth IRA dependent upon your level of earned income; please see us or call for details.
Please refer to the IRS’s ROTH IRAs Webpage for specific guidelines governing this product.