Individual Retirement Plans
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Phone: (800)
298-1400
Fax: (310) 826-0628
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We all are all aware that monthly social security retirement
checks are not going to be enough for a reasonable standard
of living. The US government has recognized this short coming
and now allows every working person to save $2,000 per year
for his or her retirement with tax advantage. There are two
types of IRAs.
Traditional IRA
Every working person can save $2,000 and a couple up to
$4,000 (even though one spouse is not working) per year. This
amount can be Tax Deducted from his or her income and
accumulations are Tax Deferred.*
Roth IRA
Every working person can save $2,000 and a couple up to
$4,000 (even though one spouse is not working) per year. This
amount is not Tax Deductible from income but the accumulations
are notable.*
*please consult with your tax advisor for
suitability of the plan or other limitation of the plans.
Want a proposal? Simply complete the online quote
request form or call
1-800-298-1400
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