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!
Traditional
IRA
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!