IRAs

IRAs: Save For the Future and Reduce Taxes Today

Individual Retirement Accounts (IRAs) are a special savings plan that allow you to enjoy tax-deferred earnings on contributions today, and in some cases, a tax-deduction. (Please consult your tax advisor.) IRAs are also an excellent way to help you build funds for retirement.

We can review your needs and provide guidance on an IRA that’s right for you. Additionally, if you’re planning to retire, change employers, or have retirement accounts with a former employer, we can explain the choices available.

Meeting Your Diverse IRA Needs:

Traditional IRAs
Self-Directed IRAs
Roth IRAs
IRA Rollovers
SEP-IRAs

Apollo Trust invites you to learn more.

Lisa R. Ferguson, CTFA
Assistant Vice President, Trust Officer and Financial Advisor
lrf@apollotrust.com
724.478.6115

Investment products may not be FDIC insured and are not guaranteed by a bank or any other entity.