Investing Individual Retirement Accounts

WITH THE RIGHT INFORMATION, IT'S SIMPLE.

IRA's are a great way to save for your retirement.  Still, it can get a little confusing between traditional IRA's, Roth IRA's, maximum contributions and required minimum distributions.  That's where we can help.  We are IRA experts.  We can tailor your IRA to your risk tolerance levels and other personal preferences, and structure it to include assets ranging from conservative CD's to high growth mutual funds.  Would you like to have Middlesex customize an IRA plan just for you?

It starts with a conversation.
Just call us at 508-315-5096 or schedule a private appointment with an advisor to learn more.

​This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

 

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by any Federal Government Agency

Not a Deposit

The financial professionals of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.

Middlesex Savings Bank is not a registered broker-dealer or Registered Investment Advisor.