A SIMPLE IRA, or “Savings Investment Match Plan for Employees” individual retirement account, is an account established by employers of small businesses.  Employers can match an employee’s contribution up to 3%, or can contribute on their own.  Although SIMPLE IRAs follow a standard set of rules, having a skilled and experienced investment adviser on your side can make all the difference.

If you’d like to learn more about getting the most out of your SIMPLE IRA, don’t hesitate to contact us or visit our office in Louisville, KY.  You’ll speak directly to a helpful and informative adviser who will answer any questions and, if your objective is to improve the state of your current accounts, can review your statements to determine if they’re best serving you. Whether your financial plan includes preparing for retirement, saving for college, or building wealth, we look forward to helping you get started on the road to achieving your financial goals.