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IRA Plans

Traditional IRA/Roth IRA*

  • Annual contribution amounts up to the IRS-approved limits; if 50 years of age or older, additional contributions may be permitted
  • Tax-deferred earnings and potential for tax deductible contributions** to Traditional IRA's
  • Potential for tax-free earnings** in Roth IRA's after five years

* Substantial penalty/tax may be imposed for early/premature withdrawal. Fees may reduce earnings.

** Consult with your tax advisor. Other restrictions may apply.

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