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IRAs & Retirement Plans

How many years do you have until retirement?

30 years? One year? Your portfolio should reflect your circumstances and your goals for financial security.

IRAs are retirement plans such as Traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs. Traditional and Roth IRAs are established by individual taxpayers while SIMPLE and SEP IRAs are established by employers.

Other qualified retirement plans such as 401(k), Individual 401(k), SIMPLE 401(k), Profit Sharing and Pension plans are sponsored by employers for their eligible employees. Whether you are an individual or an employer, starting a new plan or switching jobs, one of our Financial Advisors can help determine which plan is best for you. Contact Country Club Financial Services to discuss your existing plan or roll over retirement savings from previous jobs.

Are you thinking about converting your Traditional IRA into a Roth IRA? Click here to look at the pros and cons.

Call 816-751-9334 or 866-878-2006 or email us.