Traditional IRA - All wage-earning individuals under age 70½ are eligible for a Traditional IRA. Annual IRA contributions are limited to a total of $3,000, or 100% of compensation, whichever is less. Non-employed spouses who file a joint tax return may also contribute up to $3,000 per year. Individuals age 50 and older can make "catch-up" contributions of up to $500 in addition to Regular Contributions.

Contributions may be tax-deductible depending on your income level and coverage under an Employer plan. Earnings on your IRA contributions accumulate tax deferred.

Individuals who are about to receive a distribution from a previous employer, and who want to defer taxes on the distribution, may be eligible for a Rollover IRA.

Our Self-Directed IRAs provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to, Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities.

If you would like more information on our Self-Directed IRA services, please complete the request form below or you can open an IRA account through our Forms On-line section.

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