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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.

Contact:
   

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

  
 
 
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