INDIVIDUAL RETIREMENT ACCOUNTS (IRA)
It’s your money, your choice - we’ll help you discover your IRA options.
Individual Retirement Accounts, or IRAs, come in many different forms.
For individuals looking to supplement their company retirement plan savings, a Traditional or Roth IRA may be appropriate to enhance their nest egg. For self-employed individuals or small business owners, a SEP IRA or SIMPLE IRA plan may be appropriate.
In retirement, you may want to consolidate your company retirement plans into a Rollover IRA. SVA Plumb Financial has the capability to open and manage all types of IRAs on your behalf. We work with you to identify and fund the type of IRA most appropriate for your situation.
When the time comes and you are required to take distributions from your IRA, together we’ll plan for the most appropriate method to take your Required Minimum Distributions (RMDs). We also help with the calculation and tax issues involved with other IRA distributions you decide to take along the way.