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IRA Options Personal

Planning your financial future doesn't just happen.

Securing your financial future takes planning and proper investing. One of the best ways to accumulate assets for retirement is through an Individual Retirement Account (IRA).

With a Self-Directed IRA through PrimeVest, you control how and where your money is invested. Plus, you enjoy a wider range of investment choices than with other types of IRAs. The Self-Directed IRA gives you access to stocks, bonds, mutual funds, unit investment trusts, and more. You are able to construct a portfolio that is aligned with your goals and risk tolerance.

Cosider the benefits of a Self-Directed IRA through PrimeVest:

  • Enjoy a wide choice of investment alternatives
  • Free dividend reinvestment options available for both mutual fund positions and most equities
  • Free systematic mutual fund investments
  • Easy-to-read, consolidated monthly statement documenting your account's activity and holdings
  • Only one account to maintain through PRIME VEST, with a single, annual fee
  • Puts you in control
  • Save with tax deduction or tax deferral
  • Accumulate tax free earnings for retirement

To accumulate tax free earnings for retirement, ask about PrimeVest's SELF-DIRECTED ROTH IRA.

To meet the goal of future financial security, ask about PrimeVest's SELF-DIRECTED TRADITIONAL IRA.



Whether you're an agressive investor or a conservative investor Tom Saxe can help you select your investment level through a self-directed IRA.

Tom Saxe,
PRIMEVEST
Investment Executive

Tom is located in the Main Bank at 600 E. Main Street, Olney, IL 62450.

He is also available at our Cisne Branch on Thursdays from
1 to 3 PM. 

Call Tom at (618) 395-4311 or (800) 766-3451. E-mail him at: Thomas.Saxe@primevest.com

PRIMEVEST is an independent, registered broker/dealer. Member NASD/SIPC. Our PRIMEVEST Investment Executive is registered to conduct securities business in the states of Illinois and Indiana. Response to, or contact with residents of other states will only be made upon compliance with applicable state registration requirements.

The information in this website is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokeraged services to persons outside of the United States.

Securities provided by PRIMEVEST: Not FDIC insured, No financial institution guarantee, May lose value.

To learn more, visit http://www.primevest.com/

Read the latest edition of
QUARTER NOTE$: Your Guide to Financial Independence

We want you to know:
Investment products provided by PrimeVest:

Are Not
FDIC Insured
May Lose
Value
Are Not
Bank Guaranteed
Not a Deposit
Not Insured by any Federal Government Agency

 




 


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