Today's younger workers will likely not have the benefit of Social Security payments when they retire. Therefore, Individual Retirement Accounts and other employee funded retirement options- like 401(k)s- are essential to ensuring a comfortable retirement.

In addition to using an IRA as a savings instrument, the IRA can be a very useful tool in allowing retirees (or individuals changing jobs) to have control over their accumulated retirement plans. By moving retirement money to an IRA, the retiree has the ability to use the extensive array of investment products available (rather than just the options available through your retirement provider.) In addition, our financial consultants can help you establish a portfolio that it customized to your particular goals.

Brokerage IRAs offer investors a variety of stocks, bonds, mutual funds, and lower risk fixed income instruments from which to choose for their retirement savings. Periodic investments (or during retirement, periodic withdrawals) allows investors to customize their IRA to meet their specific needs.

Our staff of financial advisors is educated in the application of both Traditional and Roth IRAs for individuals, SIMPLE and SEP IRAs for business owners, as well as 401(k) and other qualified retirement plans. Please contact one of our branches to schedule an appointment with a qualified plan specialist today.

Tax Deductibility: Please consult your advisor regarding deductibility of your IRA contributions for tax purposes.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.