Brokerage IRAs (Non-FDIC Insured)

Brokerage IRAs, available through Key Investment Services, provide the ability to choose from a variety of investment vehicles to save for retirement within the IRA plan.

Brokerage IRA Details

Why Key Investment Services?

We build success with one-on-one guidance based on your needs, starting with a four-step process:

  • Identify your goals
  • Understand your financial options
  • Create a plan you can use as a road map to your investment goals
  • Execute your plan and adjust when needed

Account Details

Deferring taxes for as long as possible allows investment growth to compound over many years and, in many cases, is the most attractive account structure for long-term returns.

  • Choose from a wide selection of investment options in your IRA based on your retirement goals and risk tolerance.
  • Low minimum investment requirements – starting as little as $100 per month
  • Easy online access to your account information
  • Our Key Investment Services Financial Advisors can assist you in tailoring your IRA plan to meet your individual needs and ensure that it is consistent with your overall retirement strategy.

IRA Types

  • Traditional - A traditional brokerage IRA is an individual retirement account that allows individuals to direct pre-tax income, up to specific annual limits, toward investments that can grow tax-deferred (no capital gains or dividend income is taxed) until withdrawn after age 59½ .
  • Roth - A Roth brokerage IRA is an individual retirement account that allows eligible individuals (subject to income limits) to direct after-tax income, up to a specified amount each year, toward investments. Both earnings on the account and withdrawals after age 59½ are tax-free.
  • Rollover - A rollover brokerage IRA is a special type of traditional individual retirement account into which individuals can transfer assets from their former employer's retirement plan when they change jobs or retire, and maintain investment growth on a tax-deferred basis.

Schedule your complimentary consultation today

We’ll talk to you about your current situation, your personal needs and your goals. Then we’ll work together to develop a customized investment plan that addresses all three.

Visit one of our branches or click the button below to send us your contact information. We’ll contact you to schedule your free comprehensive consultation with a Key Investment Services Advisor.

Yes, I'd like to schedule a consultation