Investment Retirement Accounts* –Traditional and Roth IRAs
IRAs provide a tax deferred means to save for retirement. Almost anyone with earned income under the age of 70-1/2 is eligible to establish and contribute to an IRA. Some IRAs allow contributions to be withdrawn for education or first home purchase.
* IRAs on this page are not FDIC insured.
Retirement Plans
- 401K Plans
- SEP – Self-Employed Retirement Plans
- SIMPLE – Small Business Retirement Plans
Financial Planning – Come by today and see Todd Swain for a free assessment of your financial status!
Securities and advisory services provided through representatives of Jefferson Pilot Securities Corporation. Member NASD/SIPC. NOT insured by the FDIC. NOT a bank deposit. NO bank guarantee. May lose value.
