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Financial Planning

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Individual Retirement Accounts (IRA)

  • The Traditional IRA - A tax deductible account for the employer which allows deferred taxes on employee earnings until they are withdrawn.
  • Roth IRA - A non-tax deductible account for the employer that features tax free withdrawals for certain distribution reasons after a 5 year holding period. Earnings are not taxed provided they are part of a qualified distribution.
  • SIMPLE IRA - A savings incentive "match" plan, which offers small businesses a "simple" way to help employees save for the future.
  • Educational IRA - A non-deductible account for the employer that features tax free withdrawals for the employee for the purpose of paying for a child's educational expenses.
Medical IRA - A non-deductible account for the employer that features tax free withdrawals for the purpose of covering medical expenses for the employee. These plans are usually sold in conjunction with high deductible health insurance plans.

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The Lewer Agency, Inc.
4534 Wornall Road Kansas City, Missouri 64111
The Lewer Agency, Inc. is licensed in all fifty United States and the ten provinces of Canada.
© 1999 The Lewer Agency, Inc. Privacy notice and Legal Page

              Securities are offered through Registered Representatives of Sunset Financial Services, Inc. (SFS).                       Member NASD and SIPC.  The Lewer Agency, Inc is not affiliated with SFS.

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