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Set Your Investment Objectives.

Invest today to aim for your future goals.


Retirement Accounts for Investing in Your Future

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.

Roth IRA Disclosures >>

NOTE: When completing a paper application using one of the fillable PDFs, please check your internet browser. Fillable fields are supported in Google Chrome. You may need to first download the PDF form if using Safari, Internet Explorer or Firefox.

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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 The money contributed to the SEP/Simple IRA is tax-deductible, and is taxed when the money is withdrawn.

NOTE: When completing a paper application using one of the fillable PDFs, please check your internet browser. Fillable fields are supported in Google Chrome. You may need to first download the PDF form if using Safari, Internet Explorer or Firefox.

Simple IRA
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SEP IRA
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Traditional IRA

A traditional IRA provides for your retirement or to support your beneficiary after death. Account holders are able to contribute tax deductible funds that will be taxed when you decide to take your money out.

Traditional IRA Disclosures >>

NOTE: When completing a paper application using one of the fillable PDFs, please check your internet browser. Fillable fields are supported in Google Chrome. You may need to first download the PDF form if using Safari, Internet Explorer or Firefox.

Open an Account Now >>

 

Note: Consult your tax advisor for more information.

Start Your Investment Journey Today

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The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC. The Commonwealth Funds investment advisor is FCA Corp, a U.S. Registered Investment Advisor and Financial Planning firm established in 1975.

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus that contains this and other information about the Fund, call 888.345.1898 or visit our website at commonwealthfunds.com. Please read the prospectus carefully before investing. The Commonwealth Funds are distributed by Ultimus Fund Distributors, LLC.

Investing involves risk, including loss of principal. Investments in international markets present special risks, including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation, and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. There is no guarantee that this, or any, investing strategy will achieve its objectives. Diversification does not ensure a profit or guarantee against loss.