Individual Retirement Accounts (IRAs)
Helping you invest in your future by saving for retirement.
Traditional IRA
An account that allows you to defer taxes on your earnings provided your withdrawal is qualified. Also, based on your household income, certain contributions are tax deductible in the year they are made. To contribute to a traditional IRA, you must be under age 70 1/2 and have earned income (or your spouse must have earned income).
We offer professionally managed IRA products to meet your goals through careful Client Risk Profiling. The accounts are managed using equity and fixed income securities to meet your needs.
|
 | |  | |  | |
David Turner 859-253-6035 Email | | Doug Fritz 859-253-6247 Email | | Eloise Penn 859-253-6389 Email | |
| |
 | |  | |  | | |
Kathy Wilson Gibson 859-253-8106 Email | | Barry Hickey 859-253-8105 Email | | Pam Mullins 859-253-6148 Email | | |