Individual Retirement Accounts

  • Traditional IRA 
    A traditional IRA can be contributory, rollover or spousal.

  • Roth Contributory IRA 
    An individual retirement account featuring post-tax contributions with tax-free growth. 
  • Roth Conversion IRA 
    An individual retirement account that allows the account holder to convert traditional, SEP or SIMPLE IRA assets to a Roth IRA. The account holder also can make contributions to the Roth Conversion IRA. 
  • Custodial IRA 
    A traditional or Roth IRA account established for a minor who has earned income. The custodian must be at least 18 years of age. 
  • Inherited/Beneficiary IRA 
    Also known as a beneficiary IRA, an inherited IRA is available to any designated beneficiary upon the death of the original IRA holder