Opening an IRA Account is fairly simple with Mike Stapleton at Edward Jones. Along with configuring the right account you’ll also need to choose the right advisor. Mike Stapleton specializes in helping people navigate the maze of information surrounding these issues. You can trust Mike to ask the right questions for you and your family.
In Tampa, Florida it’s important to understand what type of IRA you need. Mike can guide you through a series of questions to help ascertain the type you need. Whether you’re a business owner or an individual looking to start investing, there’s an IRA available to help you. Business owners require a specific type of IRA, while individuals have a more standard approach. One of the main issues to consider when determining the right IRA account is whether you want it to be self-directed, or if you need help from an advisor. IRA’s are unique in that you can buy and sell securities without causing ‘tax events’ and they typically don’t incur trading fees, depending on the firm and the account type.
Mike specializes in all types of IRA’s:
Contact Mike for a free consultation and analysis. Mike is available weekdays from 9:00am – 5:00pm, ET, and Saturday from 10:00am – 2:00pm.