It’s never too early, or too late, to save for your future

Individual retirement accounts (IRAs) are personal retirement savings accounts that offer tax benefits and a range of investment options. When you open an IRA, you can choose to invest in a wide range of financial products, including stocksbondsexchange-traded funds (ETFs), and mutual funds.

Even those with access to employer-sponsored plans, such as a 401(k) or 403(b), still tap into IRA tax advantages to boost their savings and add flexibility to their portfolio. 

Anyone with earned income can open and contribute to an IRA, including those who have a 401(k) account through an employer. The only limitation is on the total that you can contribute to your retirement accounts in a single year.

The availability and popularity of retirement plans such as IRAs and business plans such as 401(k), SEP, 403b, Thrift Savings Plans and Simple IRAs, have caused people to hold a majority of wealth in retirement accounts.

If you are like many, your retirement accounts may be your largest asset outside of your home, yet you may not understand proper asset allocation or how retirement assets are passed upon death.

Safe Harbor will design a strategy to help you successfully transfer your retirement assets, protecting and preserving them throughout your retirement by avoiding costly mistakes, and also ensuring they are then properly passed on in accordance to your wishes.

Individual IRA Solutions 

Traditional IRA                                                

Roth IRA                                                        

Rollover IRA                                                   

Inherited (Beneficiary IRA)

Small Business IRA Solutions

Solo 401(k)


Simple IRA

Schedule a Meeting to Learn More About IRA Accounts

If you are looking to create income for your retirement years, contact Safe Harbor to learn more. We offer a complimentary consultation to review your existing retirement plans and can provide guidance on the right IRA Account solution that will provide the money you need to live comfortably in your golden years. Contact us here or call at 614-760-0670 to schedule your initial consultation.