retirement planning

Individual IRAs
Individual Retirement Accounts (IRAs) allow taxpayers to contribute a certain amount of earnings per year to a tax favored account. Additionally, many employees who terminate employment have company sponsored accounts, such as 401(k) Plans that can be rolled over on a tax favored basis to an IRA. In addition, others may have inherited proceeds from 401(k) Plans or IRAs.

Various types of investment vehicles or savings vehicles can be used to fund an IRA. In order to receive this favored tax treatment, the taxpayer must agree to adhere to certain rules. The rules associated with rollovers, withdrawals or distributions are complex and often times confusing. Poor decision making can lead to severe financial consequences for taxpayers or beneficiaries. Howell assists clients in understanding these rules and offers recommendations for compliance.

For professional consultation, contact Bryan Boyle.

The aforementioned material is a product and service listing and is not
intended to be an offer for the sale of securities. Securities products are offered by prospectus only.
Securities and Investment Advisory Services offered through representatives of Tower Square Securities, Inc., a securities broker/dealer (member FINRA/SIPC) and a Registered Investment Advisor.
Tower Square Securities, Inc. Privacy Notice Howell is a separate entity from Tower Square Securities, Inc.

Bryan Boyle is a registered representative and investment advisory representative of Tower Square Securities, Inc. He is registered for the sale of securities products in DE, MD, NJ, NY, PA and SC and is licensed to offer life insurance products in NJ and PA.

Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site, Howell makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site.