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Click here to apply for a traditional IRA, SEP IRA, or SIMPLE IRA
Click here if you want to learn more about investing in alternative investments for qualified dollars. Real Estate, Private Equity, Credit, etc.
Please reach us at james@ironvestfinancial.com if you cannot find an answer to your question.
We offer both traditional and company IRAs as well as alternative investing within qualified plans. You can self enroll in both options or you can schedule some time to chat with us!
A 401k is an employer sponsored plan that lets employees contribute pre tax dollars from their paycheck often with an employer match. If you have more than 10 employees this could be a good option.
Traditional IRA is an individual retirement account that you set up, the contributions are tax deductible and you get tax deferred growth.
SEP IRA (simplified employee pension) is designed for self employed individuals and small businesses. Contributions are made by the employer only and is based on a percentage of income.
SIMPLE IRA (savings incentive match plan for employees) is also for small businesses allowing both employer and employee matches and is more simpler and lower limits than a 401k. This is good for less than 10 employees usually.
For self-enrollment options there is not a minimum and there's not a minimum for what you can contribute. For financial planning, typically we have an asset minimum of 100k in investable assets.
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