Individual Retirement Accounts
It’s your money, your choice - we’ll help you discover the options
Individual Retirement Accounts, or IRAs, come in many different forms.
For individuals looking to supplement their company retirement plan savings, a Traditional
or Roth IRA may be appropriate to enhance their nest egg. For self-employed individuals
or owners of a small business, a SEP IRA or SIMPLE IRA plan may be appropriate.
In retirement, you may want to consolidate your company retirement plans into a
Rollover IRA. SVA Plumb Financial has the capability to open and manage all types
of IRAs on your behalf. We will work with you to identify and fund the type of IRA
that is most appropriate for your situation.
When the time comes and you are required to take distributions from your IRA, together
we’ll plan for the most appropriate method to take your Required Minimum Distributions
(RMDs). We can also help with the calculation and tax issues involved with other IRA distributions you decide to take beyond just your RMD.
To learn more about the services SVA Plumb Financial can provide for you,
contact us at (888) 856-8801.