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
Apollo Trust invites you to learn more.
Lisa R. Ferguson, CTFA
Assistant Vice President, Trust Officer
Investment products may not be FDIC insured and are not guaranteed by a bank or any other entity.