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Brokerage |
Mutual Funds |
Financial Planning |
Asset Management
Insurance Products |
> Retirement Accounts
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Traditional IRA
For those who want a tax deduction, with tax-deferred earnings until you reach a certain age.
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Features
- Please contact us for the annual contribution limit for those under age 50 and the annual catch-up contribution limit for those between age 50 and 70½
- No contributions after age 70½
- Establishment deadline is April 15th of the following year
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- Contribution may be tax-deductible
- Contribution can be withdrawn w/o penalty once age 59½
- Distribution is required once age 70½
- Withdrawals are NOT tax-free
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ROTH IRA
For those who want tax-free earnings.
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Features
- Please contact us for the annual contribution limit for those under age 50 and the annual catch-up contribution limit for those over age 50
- Contributions can be made at any age
- Establishment deadline is April 15th of the following year
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- Contribution is NOT tax-deductible
- Contribution can be withdrawn w/o penalty at any time
- Distribution is NOT required
- Withdrawals are tax-free provided certain conditions have been met
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SEP IRA
For those who are self-employed and want to offer a simple and manageable retirement plan for themselves or their employees.
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Features
- Please contact us for the annual contribution limit
- Establishment deadline is the tax-filling deadline including extension
- Contribution may be tax-deductible
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- Contribution can be withdrawn w/o penalty once age 59½
- Distribution is required once age 70½
- Withdrawals are NOT tax-free
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For more information or to open an account, please contact Glenn Dydak 610.272.0986 or glenn.dydak@uvestmail.com
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NOVA Financial Services, Inc. has formed a unique partnership with UVEST Financial Services. Through this partnership, our
customers have access to a full range of financial and investment solutions. UVEST is a registered broker dealer and a FINRA/SIPC
member firm that has offered financial products and services to institutions since 1982.
Securities and insurance products are offered by UVEST Financial Services, Member FINRA, SIPC, and licensed insurance agency. UVEST and NOVA Financial Services are independent entities.
UVEST Financial Consultants do not offer tax advice. For tax assistance, please refer to your accountant or other tax professional.
Securities and Insurance Products are:
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| Not Insured by FDIC or any Federal Government Agency |
May Lose Value |
Not a Deposit or Guaranteed by the Bank or any Bank Affiliate |
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