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Self-Directed Traditional IRA
The expanded features of the Traditional
IRA include substantially increased income limits for spouses
and upfront tax deductions. Investors who are within five
years of retirement may find the Traditional IRA the best
choice.
Roth IRA
The new Roth IRA, funded with after-tax
contributions, offers tax-free accumulation plus tax-free
withdrawals in retirement. Most investors with more than five
years to retirement will find this their best choice.
Roth IRA Conversion
Our custom software analysis will help
your broker provide sound advice on whether to convert your
traditional IRA into a Roth Conversion IRA. For more information
please contact us.
Education IRA
Education IRAs can be established by any
adult and offer tax-free earnings and withdrawls for qualified
higher education expenses such as tuition, room and board,
books and supplies. For more information please contact us.
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