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Office Locations

Main Office
1309 West 15th Street
Plano, TX
Phone: 972-398-3472

West Plano Office
5400 Independence Parkway.
Plano, TX
Phone: 972-801-5718

Individual Retirement Accounts

IRA accounts to meet your retirement saving needs

In planning for retirement, the IRA offers one of the few ways to invest – often with pre-tax dollars – so that any growth in the account is tax free until withdrawn. Through a Raymond James Self-Directed IRA, our clients enjoy the convenience of investing in stocks, bonds, mutual funds, certificates of deposit (CDs) and other alternatives, and having those investments reported on one statement.

For details about this service or IRAs in general, please contact your financial advisor today.

An IRA Rollover Makes Good Financial Sense

IRA Alternatives

Self-Directed IRA

Self-Directed Roth IRA

The SIMPLE IRA

Understanding RMD Regulations

© 2009 Raymond James Financial Services, Inc.
Securites and Investment Advisory Services are offered through Raymond James Financial Services, Inc., member FINRA / SIPC, an independent broker / dealer, and are not insured by the FDIC, are not deposits or obligations of the bank, are not guaranteed by the bank, are subject to risk, including the possible loss of principal. Viewpoint Investment Group and Viewpoint Bank are independent of Raymond James Financial Services, Inc.

This site is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Contact your local Raymond James office for information and availability.