IRA and Roth IRA

Regardless of the value of your account, we offer a simple and low pricing structure when you open IRA and Roth IRA

Individual retirement accounts (IRAs) are savings accounts with tax advantages that individuals can open to save and invest for the future. IRAs are intended to help people save for retirement.

An individual who earns income can open an IRA and take advantage of the tax benefits these accounts offer.

Providing stress-free IRA SERVICE
Providing stress-free IRA SERVICE

It is often difficult for investors to understand the differences between IRA service providers – such as custodians and administrators – available in the industry. According to federal law, every IRA must have an appointed custodian. The IRS requires custodians, like us, to meet certain requirements, and they are regulated by state and/or federal banking regulators. This when and how JG Financial can help!
Here’s what we do when you choose us:

  • Creating an account
  • Making a deposit
  • Managing your investments
  • Maintaining the correct titling of your assets
  • Keeping up with IRS reporting requirements
  • Providing periodic statements about your account activity

Ready To Take

 The Next Step?

Are you a resident of Glendale AZ or Phoenix AZ and need to start an IRA or Roth for retirement or for tax purposes? Let us guide you through the process
so that you can make an informed decision and be assured that your account is managed by a professional

Or give us a call at (480) 258-7110