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All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.

Registration for free estate planning seminars is now open.

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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

blue bar chart
Chart of the Day

Chart of the Day: More Mortgage Free

November 21, 2024

Today’s Chart of the Day from ResiClub shows the percentage of homes that are mortgage-free.

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Happy, smiling, middle-aged Hispanic couple sitting on front stairs of a home.
Buying a home

Ten Tips for Refinancing Your Mortgage

November 20, 2024

Refinancing a mortgage can be a smart financial move when done right. It offers the potential for lower interest rates, better loan terms, and even...

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Line graph illustrating the percentage of manufacturing jobs as compared to all jobs in the US from 1948 to 2023.
Chart of the Day

Chart of the Day: Manufacturing Decline

November 19, 2024

Today’s Chart of the Day comes from GlobalData and shows the percentage of manufacturing jobs in the US, from 1948 to 2023.

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