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Individual Retirement AdvantageSM
Understanding the Taxpayer Relief Act of 1997 is
a daunting task. That’s why we’ve created the Individual
Retirement Advantage. Working with your Investors Security Financial
Consultant, you’ll receive personal assistance in understanding
your best options for managing your IRA. Our Individual Retirement
Advantage offers:
- A free personal analysis to help you decide
which IRA is best for you.
- Three kinds of Self-Directed IRAs: Traditional,
Roth, and Roth Conversion. (Self-Directed IRAs allow you to choose
the investments--like stocks, bonds, and mutual funds.)
- No annual fee if your Self-Directed
IRA is valued at $25,000 or more at year-end, or if you make a
$2,000 annual contribution.
- No annual fee for Traditional,
Roth, Roth Conversion, or Education IRAs if invested directly
with certain mutual-fund families ($250 minimum).
- A free Strategic Allocation Review (STAR)--to make
sure your assets are properly allocated.
To start making the most of your IRA opportunities,
please contact the closest Investors Security office.
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