IRAs

At Greenberg Financial, we can help you establish a new retirement account or review an existing account that is held with another firm. The tax benefits and contribution eligibility requirements vary based on income and we recommend you contact your tax advisor to ensure you are using the best retirement account for your individual needs. Once we determine the account that best suits each client, a portfolio review and risk analysis will assist in structuring the proper investment allocation. We can assist with all of the following Individual Retirement Accounts:

• Traditional IRA
• Roth IRA
• Roth conversion
• SEP IRA
• SIMPLE IRA
• KEOGH
• Individual 401K
• 401K Rollover