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Flexibility of Investments___

Whether it's a Traditional IRA or Roth IRA, a self-directed IRA provides you the versatility and freedom to choose the investment vehicles that help address your financial needs. Your goals, your risk tolerance, and the number of years until you start taking distributions will determine what investment vehicle(s) you choose. The following list includes some of the investments available to you when you invest money in your IRA. As you can see, there may be more options available than in a typical 401(k) or other corporate retirement account.

 ● Mutual Funds  ● Closed End Funds   Exchange Traded Funds
 ● Stocks  ● Unit Trust  ● Annuities*
 ● CDs  ● Bonds  

Your Financial Advisor can help you find appropriate investments to help you plan for your retirement goals.

*If purchasing an annuity contract in an IRA or TSA, or to fund a company retirement plan, you should be aware that such annuities do not provide tax deferral benefits beyond those already provided by the Internal Revenue Code.


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Investing involves risk including the possible loss of principal invested.