Will you be able to retire comfortably?
 

The Taxpayer Relief Act of 1997 greatly expands the usefulness of the traditional IRA. It's more flexible, and gives more people access to IRA tax advantages, including:

  • Extension of tax-deductible IRAs to people with higher income levels

  • Tax penalty-free withdrawal from IRAs for qualified higher education expenses and for first-time homeowners

You may qualify for ...
 
  • Tax-deductible contributions
  • Tax-deferred accumulation of earning
  • Competitive interest
  • Substantial lifetime income at retirement
  • Flexibility to make withdrawals for qualified educational expenses or the purchase of a home

Who can contribute?
 

If you're under 701/2, and have earned income from employment, you can contribute up to $2,000 if you're single or $4,000 if you're married.

 

For more information please call us at 408-241-7641 or email us.

   
   
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