Retirement Accounts
Built for Your Future
Choose from Traditional IRA, Roth IRA, SEP IRA, and rollover accounts. MeyerTrust makes it simple to open, fund, and grow your retirement savings with tax advantages that compound over time.
Open a Retirement AccountChoose your account type
Each account offers unique tax advantages. Our advisors can help you decide which is right for you.
Traditional IRA
Contribute pre-tax dollars and let your investments grow tax-deferred. Pay taxes only when you withdraw in retirement, typically at a lower rate.
- 2024 limit: $7,000 ($8,000 if 50+)
- Tax-deductible contributions
- Required minimum distributions at 73
Roth IRA
Contribute after-tax dollars and enjoy completely tax-free growth and withdrawals in retirement. No required minimum distributions.
- 2024 limit: $7,000 ($8,000 if 50+)
- Tax-free qualified withdrawals
- No RMDs during your lifetime
401(k) Rollover
Roll over old employer 401(k) plans into a MeyerTrust IRA. Gain more investment choices and potentially lower fees.
- No contribution limits on rollovers
- Preserve tax-advantaged status
- Broader investment selection
SEP IRA
Designed for self-employed individuals and small business owners. Contribute up to 25% of net self-employment income.
- 2024 limit: up to $69,000
- Flexible annual contributions
- Easy to set up and maintain
Why save for retirement with MeyerTrust?
Compound Growth
Tax-advantaged accounts let your money compound faster by eliminating annual tax drag on dividends and capital gains.
Diversified Investments
Access stocks, ETFs, bonds, and more within your retirement account — the same assets available in your taxable account.
Automatic Contributions
Set up recurring contributions to stay on track with your retirement goals without thinking about it.
Expert Guidance
Our retirement specialists help you choose the right account type and contribution strategy for your situation.
Start building your retirement today
Open an IRA in minutes. No account minimums required.
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