An IRA is an excellent way to begin planning for retirement … no matter how far away that may seem!
- Traditional IRA contributions are deductible and earnings grow on a tax-deferred basis until withdrawn.*
- Roth IRA contributions are non-deductible when made, and your earnings may accumulate tax-free and remain tax-free upon distribution.*
- Coverdell Education Savings Account is designed to help save for education expenses.
- Simple IRAs are retirement plans for businesses with 100 or fewer employees.
- SEP (Simplified Employee Pension) IRAs are set up by employer-only contributions.
Please contact Kristina Austin or Jen Appelhans at 319-377-4891 for more information.
* Please consult your tax advisor regarding deductibility and eligibility.
