MONEY MASTERS PROGRAMS — ACCOUNT TYPES
Use our Money Masters disciplined investment strategy on various account types as you seek to achieve your desired goals
Non-Retirement Account Types:
Wake up your money, and get it working harder for you today.
Easily manage assets that are shared between you and your spouse—in one jointly owned account.
An efficient and cost effective way to manage investment assets held within a trust account.
Retirement Account Types:
Consolidate 401(k) accounts from previous employers into a single Money Masters IRA.
Don't pay tax on earnings until you withdraw funds, and possibly get immediate tax saving benefits for new annual contributions.
Contributions and earnings in this account grow tax-free. Qualified withdrawls are also tax-free.
A small business retirement plan that offers large annual contribution limits for employees.
Everyone is different...
See how a Money Masters Program can be customized for each client risk profile and stage of life as you seek to accomplish specific goals and objectives. Your individual answer to our profile questions will be used to calculate the primary asset allocation guideline for the Money Masters Program that most closely matches your specific profile.