GUIDED WEALTH PORTFOLIOS
April 15, 2019 is your IRA deadline.
Once Tax Day has come and gone, so has your opportunity to make your 2018 Individual Retirement Account contribution.
Every year you have the opportunity to invest in your IRA. Don’t miss out this year.
Invest toward your future
An IRA remains an effective way to save for retirement. Every year counts, the earlier you start making your contributions the more opportunity you have for your earnings to compound.
See potential tax benefits
In both traditional and Roth IRAs the investments in your IRA grow tax-deferred, meaning you owe nothing on the gains, while the money remains in the IRA.
What is an IRA?
An IRA is a tax-advantaged investment vehicle that is designed to help you save towards retirement. There are two main types of IRAs: The traditional IRA and the Roth IRA. The primary difference between the two relates to the tax breaks these accounts offer.
A traditional IRA is a tax-deferred retirement investment account. You pay taxes on your money only when you make withdrawals in retirement. Deferring taxes means all of your dividends, interest payments and capital gains can compound each year without being hindered by taxes.
A Roth IRA is a retirement investment account that allows your money to grow tax deferred. You fund a Roth with after-tax dollars, meaning you’ve already paid taxes on the money you put into it. In return for no up-front tax break, your money grows and grows tax-deferred, and when make qualified withdrawals at or near retirement, you pay no taxes.
Open your IRA with GWP.
With GWP, you work with your advisor, who understands your needs, and the potential of an advanced digital portfolio.
Personalized investing advice from your dedicated advisor
With GWP, you have a licensed advisor who understands your financial situation and goals, and is there when you need him or her.
A customized digital portfolio
A sophisticated investment approach that ensures your portfolio is monitored regularly, automatically adjusted and optimized for tax savings to help keep you on track towards your goals.
Confident, connected investing
Benefit from your financial advisor’s guidance combined with the convenience of anytime account access and proactive communications that keep you up-to-date.
Schedule a call for personalized IRA Advice and step-by-step guidance on opening your IRA today.