Individual Retirement Accounts (IRA's)
A traditional IRA is a tax deferred savings plan. Contributions can be made up to a specified limit, and are tax deductible. For Tax Year 2008, the Annual Contribution Limits for IRA's per Individual are: Under Age 50: $5,000 - Age 50 & Over: $6,000. Married couples can contribute to an IRA, even if only one spouse is working, provided the working spouse earns enough to cover both IRA contributions.
Our Philosophy
Many consumers utilize the services of a specialist to manage their Retirement and Investment portfolios. At the SE Agency, we specialize in: Fixed and Immediate Annuities, IRA, 401K & 403B Rollovers, and Pension Plan Distributions. Our Goals are to Safely Grow, Preserve & Protect your funds, until desired time of withdrawal(s). In addition, we can easily help you to establish Legacy ( Designated Beneficiaries, in these areas.)
