Objective | Goal
Invest today to aim for your future goals.
Investing for Retirement with Commonwealth Funds
Preparing for retirement can seem like a daunting task at any stage of a career, so it’s not a surprise that over half of Americans have not determined how much they need to save in a retirement account. We strive to make you feel secure knowing that a team of financial professionals is available to help you navigate through investing for retirement.
You cannot afford to put off saving for retirement, which is why Commonwealth Funds is available to help you get started and guide you as you bring it home.
Roth IRA
Provide for your retirement or to support your beneficiary after death with the Roth IRA, featuring tax-free growth and tax-free withdrawals, including income earned on contributions. It is important to consider your current tax bracket and what tax bracket you’ll fall in upon your retirement. Read the ROTH IRA disclosures.
SEP/Simple IRA
Primarily used for businesses, the SEP IRA, or Simple IRA, allows a self-employed person or small business owner to contribute funds that are tax-deductible for the business or individual. The money contributed to the SEP/Simple IRA is tax-deductible and is taxed when the money is withdrawn.
