Account Type
Traditional IRA
Our benchmark IRA can meet the needs of just about any investor. If you have earned income, you can contribute to a Traditional IRA.
Account Type
Our benchmark IRA can meet the needs of just about any investor. If you have earned income, you can contribute to a Traditional IRA.
At a Glance
DISTRIBUTION RULES
If you have earned income for a given year, you can make a Traditional IRA contribution of personal money for that year. In 2024, you can contribute up to $7,000, and those age 50 and older may contribute an additional $1,000 per year.
Traditional IRAs, SEP IRAs, and SIMPLE IRAs (if the SIMPLE has been open for at least two years) can all be transferred to your Traditional IRA.
401(k)s, 403(b)s, 457(b)s, and Thrift Savings Plans can be rolled into your Traditional IRA account.
Other Investments
No financial advisor knows you better than yourself. With a self-directed Traditional IRA, you have the freedom to invest your tax-advantaged retirement funds in the assets you are most passionate about.
From real estate to start-ups to small businesses, if you can find it, we will help you fund it.
Education Center
