IRA

At Melia Advisory Group, we aim to educate you and simplify the  complexities of wealth.

An IRA is an account set up at a financial institution that allows an individual to save for retirement with tax-free growth or on a tax deferred basis.

Types Of IRA Accounts:
• Traditional IRA – Putting money away for tomorrow with the benefit of a tax deduction today.
• Roth IRA – All earnings can be tax-free and fund your retirement in the future.
• SEP IRA – This is usually established at a small business.
Tax deductible contributions by employees may also be possible with this IRA type.
• SIMPLE IRA – This type of IRA is often less cost and simpler than a 401k.

 

Get Advice For Your IRA

Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have. At Melia Advisory Group, you’ll find that our team is focused on your goals. We will ask you the right questions to get to know your situation and your specific goals.  We will then help you prioritize your needs and determine the right investments for your IRA. We will prepare a customized financial plan according to your needs.

We Can Help With The Following IRA Transactions:

• Opening IRA’s
• Contributing to and Transferring IRAs
• Roth IRA Conversions
• Rollover to an IRA from a 401k and Other Accounts
• Other Special Situations

We will put you on the right path to achieving your financial goals. Everything we do at Melia Advisory Group is to serve and help retirees have a successful retirement. Our commitment to you is that all of our staff is dedicated to your success. They’ll work with you to get started, answer questions, complete paperwork for you and be there for you every step of the way. Take the first step toward a new financial future!

Call for a free consultation 918.794.9290

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Workshops

Our financial workshops are free and are packed with helpful information that will educate you on retirement options and equip you with confidence and peace of mind.

Topics covered are:
• Social Security planning – Learn how to get the most out of social security and how to avoid taxes.
• Estate planning – Everything you need to know about wills and trusts.
• IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)

If you would like to attend one of our free workshops, you can call Eileen 918.794.9290 or click button below.