Self Directed Fidelity Retirement Plans and Educational Savings Accounts

Post on: 27 Май, 2015 No Comment

Self Directed Fidelity Retirement Plans and Educational Savings Accounts

401k, Roth, SEP, & Rollover IRA, UTMA & UGMA accounts and more

A global leader in financial services, Fidelity Investments headquartered in Boston, MA, manages several hundreds of Fidelity funds.

Fidelity also provides access to several thousands of mutual funds managed by other fund companies through Fidelity FundsNetwork. Fidelity customers can trade some of BlackRock’s iShares ETFs commission free through Fidelity Brokerage Services LLC.

You can use AlphaProfit’s recommendations to manage your assets in:

    Employer sponsored retirement plans like Fidelity 401k Plan, Fidelity 403b Plan, or Fidelity 457 Plan Retirement plans for employees and owners of small businesses like SIMPLE IRA Plan, SEP IRA Plan, Self Employed 401k Plan, or Keogh Plan Fidelity IRAs like Traditional IRA, Rollover IRA, or Roth IRA Custodial accounts or educational savings accounts like UTMA accounts or UGMA accounts

To maximize your return and minimize risk. we recommend the best investments by researching hundreds of Fidelity mutual funds and thousands of non-Fidelity mutual funds offered in Fidelity Funds Network. AlphaProfit provides mutual fund, ETF, and sector model portfolios.

We emphasize no-load, no-transaction-fee (NTF) funds to minimize your fees and expenses .

Our low-maintenance investing approach minimizes the time you spend trading. It also eliminates brokerage commission costs and short-term redemption fees.

AlphaProfit model portfolios are tracked by and have been top ranked by Hulbert Financial several times .

In short, AlphaProfit’s investment selection process enables you to achieve market-beating returns with little time and effort.

Here is a quick overview of the different accounts and plans offered by Fidelity Investments to help you achieve your investment objectives.

Saving for Retirement

Fidelity Investments offers self-directed investors several types of individual retirement accounts and plans that qualify for tax benefits under the Internal Revenue code.

A. Employer Sponsored Retirement Plans

Employees of large corporations, educational institutions, and government organizations can invest in the following types of retirement accounts:

Fidelity 401k plan is a defined contribution retirement plan for corporate employees with maximum contribution limits, automatic payroll deduction, and selected investment options.

Fidelity 403b plan is a defined contribution retirement plan for employees of educational institutions and non-profit organizations with maximum contribution limits, automatic payroll deduction, and selected investment options.


Categories
Options  
Tags
Here your chance to leave a comment!