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Whether it's a Traditional IRA or
Roth IRA, a Stifel Nicolaus self-directed IRA provides you the versatility and freedom to
choose the investment vehicles that help meet your financial needs. Your goals, your
risk tolerance, and
the number of years until you start taking distributions will determine what
investment vehicle(s) you choose. The following list includes some of the
investments available to you when you invest money in your IRA. As you can see,
there may be more options available than in a typical 401(k) or other corporate retirement
account.
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● Mutual Funds |
● Closed End Funds |
●
Exchange Traded Funds |
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● Stocks |
● Unit Trust |
● Money Market Funds |
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● CDs |
● Bonds |
● Annuities* |
Your Stifel Nicolaus Financial
Advisor can help you find the right IRA and the
right investments to help you plan for your retirement goals.
*If purchasing an
annuity contract in an IRA or TSA, or to fund a company retirement plan, you
should be aware that such annuities do not provide tax deferral benefits beyond
those already provided by the Internal Revenue Code.
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