Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.
With a traditional IRA, contributions you make are deductible (as long as you’re not covered by a company retirement plan or your income falls under certain limits) and earnings grow tax deferred until you take distributions in retirement. If you or your spouse have earned income, you’re eligible to contribute up to $5,500 a year to an IRA. If you’re 50 or older, you can even put away an extra $1,000 annually.
West Shore Investment Services professionals can analyze your situation and help you decide if a traditional IRA is best or if another type better suits your needs. If you’re leaving your job, we can also help you transfer the money you’ve accumulated in your company retirement plan into a rollover IRA.
Securities and insurance products are offered through Cetera Investments Services LLC, Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Located at: 201 W. Loomis Street, Ludington, MI 49431 (231) 845-3500.For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Adviser Representatives.