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IRAs

An IRA is one of the most flexible accounts available for working with your retirement savings. You do not need to depend on an employer to set one up and you have many different options to choose from in tailoring the account to meet your specific needs and goals. 

Our investment professionals (which includes Certified Financial Planners® and Certified IRA Services Professionals) determine your risk tolerance and select an appropriate asset allocation. It is this personal attention that helps insure long term appreciation and a comfortable retirement, knowing your account will be managed with a consistent financial focus.

Additionally, we can help you build up your savings through consolidation of retirement accounts from previous employers or other financial institutions. 
Options include: 

  • Type of IRA – we work with Traditional Pre-tax; Roth After-Tax; and Beneficiary IRAs.
  • Investments – broad access to institutional mutual funds, individual stocks and bonds, bank cd’s, etc.  We can also work with alternative assets – such as real estate.
  • Investment Direction – you can make choices or we can professionally manage the account for you.
  • Distributions – flexibility with frequency (per demand or a scheduled payment) and format (check or direct deposit).

Our comprehensive IRA services include tax reporting, tax withholding, Required Minimum Distribution (RMD) calculations, ongoing compliance with changing regulations, available resources for financial planning and investment education. 

Service, attention, and a personal approach set us apart from the rest.

Enjoy Life… Leave the details to us!

Call (262) 522-7400 to talk with a Prairie Financial Group Representative today!

To log in to your Prairie Financial Group accounts, click here.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit