IRS or IRA - It's Your Choice

Do you have an IRA in your financial tool kit?

IRS or IRA - It's Your Choice.

Facing greater tax liability this year?

The IRA is one of the most versatile retirement savings tools available. It provides the opportunity to save for retirement and offers the potential for special tax advantages. Opening an IRA or increasing your contribution could reduce what you owe on tax day. Our financial advisors can discuss what IRA option may be the best retirement savings vehicle for your financial situation.

Start the Process Now!

Make the most of your savings, hurry to beat the annual deadline!

 

There are many types of IRAs to consider:

  • Traditional IRA - Reduce current taxable income since contributions are tax deductible, but are taxed when withdrawn.
  • Roth IRA - While contributions do not reduce taxable income, when certian requirements are met, withdrawn funds are tax-free.
  • SIMPLE IRA - Targeted toward self-employed workers and small businesses with fewer than 100 employees. Acts more like a 401(k) profit-sharing plan.
  • SEP IRA - Ideal for self-employed individuals and small business. Most similar to a traditional IRA, only it's highly simplified and easier to administer.
 
INVEST Financial Corporation, Registered Investment Advisor, Member FINRA/SIPC

815 Colorado Avenue, Stuart, FL 34994
Phone (772) 288-6060 or Toll-Free (800) 706-9991

Registered representatives of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities, advisory services, and certain insurance products. INVEST is not affiliated with Seacoast National Bank, Seacoast Wealth Management Financial Solutions, or other entites named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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