What is an Individual Retirement Account (IRA)?

An Individual Retirement Account (IRA) is a retirement savings plan that allows assets to grow tax deferred. Contrary to popular belief, all US citizens with income over $3,000 are eligible to contribute to an IRA. Certain individuals who are not eligible for other retirement plans may receive an income tax deduction for their contribution. Overall IRAs offer tax deferred growth: with the uncertain future of Social Security extra retirement saving makes sense.

Types of IRA Accounts include: SEP IRA, Roth IRA , Traditional IRA, and Rollover IRA

Learn about an Atlantic Financial IRA Account

If you do not have a current retirement plan or you are looking to have more options and would like to open a new Individual Retirement Account (IRA) we would be happy to assist you.

Atlantic Financial's IRA accounts have a wide selection of investment options including stocks, bonds and over 18,000 mutual fund choices.

How to Open an Individual Retirement Account (IRA)

• Phone: Call 1-800-559-2900 and one of our representatives will be happy to assist you.
  

• Web: To open an IRA (403b, IRA Rollover, 401k Rollover, SEP, Roth, etc.) fill out and submit this
  New Standard Account Application
  

• By Mail: Visit Atlantic Financial's New Account area and Download an IRA Application (PDF.) 
  Fill out, Print, and sign them application and then mail it (along with a copy of your photo ID) to:
       Atlantic Financial Inc.
       167 Washington Street
       Norwell, MA 02061

Contact Atlantic Financial

If you would like assistance rolling over an existing retirement plan, opening a new IRA account or have any questions please call 1-800-559-2900, (please be sure to include your name and phone number in your email) or use this on-line form:

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.