Take Advantage Of The New IRA Rules!

Can you answer these questions?

  • Are you taking advantage of the new IRA rules?

  • Are you saving enough for your retirement?

  • Will you outlive your retirement savings?

  • What effect will inflation have on your retirement savings?

  • Should you consider a Roth or Traditional IRA?

  • Is your IRA contribution tax-deductible?

  • Under age 59 1/2, can you take money out of an IRA without a tax penalty?

  • Can you contribute to an IRA if you or your spouse have an employer's retirement plan?

  • Should you "rollover" assets from a former employer's retirement plan?

  • At age 50, what is the maximum IRA contribution?

  • At age 70 1/2, what is the required minimum distribution?

Order your FREE IRA guide below!

New York and Florida State Residents Only, Please.

Please check the desired information.

IRA (Individual Retirement Account) Guides

IRA Consumer Guide
IRA Rollover Guide
Retirement Plans Pocket Guide

IRA & Small Business Retirement Kits

Individual Retirement Account (IRA & IRA Rollover) Packet & Prospectus
Simplified Employee Pension Plan (SEP-IRA) Packet & Prospectus
UNI-K Retirement Packet
("One-Person" 401(k) from Pioneer Investments)
The Wall Street Journal, The One-Man Band Gets a 401(k) Gift. (reprint)
Small Business Retirement Plans Guide

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Products and agency services may not be available in all states. Stephen M. Polizzi is licensed for life, health and variable annuity products in the states of New York and Florida.

Securities offered through Peak Brokerage Services, LLC. Investment Advisory Services offered through Blackridge Asset Management, LLC. Stephen M. Polizzi Agency is a separate and independent entity from Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Member FINRA / SIPC.

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