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Individual Retirement Account

It might be a bit down the road, but you want to start saving for retirement now.

Give yourself the gift of a secure future with Southwest Financial’s IRA options!


There are three options available:

Traditional IRA: Save for retirement with tax-deferred earnings.

Roth IRA: Pay tax on savings now for tax-free disbursements later.

IRA Certificate: A Certificate that speeds up your retirement savings.

If you want to learn more about IRA options, look through the e-brochures below!


Comparison: Roth vs.
Traditional IRAs

Transfers, Rollovers
& Conversions

IRA & Retirement Plan
DistributionsView Brochure >

Call us at 214.613.7111 (or text us at 214.613.0834) to get started!

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