IRA’s

Comrade Financial Group can help you with finding and starting your IRA. We offer these services through insurance products that help create wealth and grow your account tax deferred until retirement. There are several different types of IRA’s and Retirement Accounts so please take some time to go through the different pages of the website to see what fits you best. We are here to help.

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What are your future Financial Needs?

Where am I, financially? The Securities and Exchange Commission can help you evaluate your financial situation.

What will my Social Security retirement benefit be? Calculate what you can expect as your Social Security retirement benefit.

How much do I need when I retire? Use the American Savings Education Council’s calculator to estimate what you’ll need. (ASEC is a nonprofit national coalition of public and private-sector institutions raising public awareness about personal financial independence.)
The U. S. Department of Labor also has retirement plan information on its website.

Getting Started IRA’s:

What kind of IRA best suits my needs? Traditional IRA or Roth IRA?

You can set up an IRA with :

bank or other financial institution,

LIFE INSURANCE COMPANY,

mutual fund or

stockbroker.

However the IRS does not approve investments see publication 3125

Also you can view additional resources and updates see publication 590

• Contribution Limits
• Deduction Limits
• Rollovers
• Distributions
• Beneficiaries
• Saver’s Credit
• SEP and Simple IRA Plans
• Resources

We are here to help you start, rollover and evaluate your current product. So if you have any questions please feel free to call or email.

What ever you needs are, we can help. There are so many options and rules that we have to consider so please speak with a broker and take the time to see where your retirement dollars are going. We would be happy to help.

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