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.

Bryan Boyle is a registered representative and investment advisor representative of and offers securities and investment advisory services through Tower Square Securities, Inc. (TSS) Member FINRA/SIPC. Howell Benefit Services is a separate entity from TSS.

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