IRAs

Borel offers the following retirement plans:

Traditional IRA – helps you save for retirement by growing your earnings tax deferred until they are withdrawn in retirement and offers the potential for tax-deductible contributions

Roth IRA – similar to a Traditional IRA but with greater tax savings and withdrawal availability

Rollover IRA – allows you to consolidate retirement savings from previous employer plans, such as a 401(k), while maintaining the tax deferred status of your retirement

Simplified Employee Pension Plan (SEP) – recommended for self-employed individuals, sole proprietors and other small business owners

Health Savings Account (HSA) – allows an individual to save money to pay for qualified medical expenses potentially tax free

For more information on Retirement Accounts contact us or visit the location most convenient for you.

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