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Take Charge of Your Clients' Retirement Savings take charge of your clients' retirement savings with an individual retirement account

No matter if retirement is just around the corner or many years away, establishing an IRA as part of your clients retirement planning puts them in the driver's seat.

Take a look at the types of IRAs that are available to find the one that best meets their unique investment needs.

  • Roth IRAs — contributions are after-tax and withdrawals are tax-free

  • Traditional IRAs — contributions are pre-tax and withdrawals are taxed

  • Rollover IRAs — contributions are rolled over from an employer-sponsored plan and contribution limits don't apply

Producers must be appropriately registered and licensed in the states in which they conduct business in order to offer the referenced products.