Brokerage IRA

Use your IRA to invest in everything from stocks and bonds to mutual funds, and more

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Product Features & Benefits

  • Brokerage IRA offered through American Savings Investment Services

  • May invest in stock, bonds, mutual funds and annuities

  • Tailored to your investment strategy

Interested in learning more?

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Retirement Planning

We can help give you confidence in retirement planning

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Product Guide

Additional product information and things you should know

Let's Talk

Kanani Miyahira's Photo

Kanani Miyahira

Island: Oahu
Phone: (808) 541-8586
Start Planning

Jeffrey Bonk's photo

Jeffrey Bonk

Islands: Maui & Hawaii
Phone: (808) 952-7019
Start Planning

Riki-Ann Chow's photo

Riki-Ann Chow

Island: Oahu
Phone: (808) 527-4350
Start Planning

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Please consult your tax advisor for more information regarding your individual situation.

  1. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 1/2 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817. (808) 735-1717.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
 

Click to view Cetera Investment Services Privacy Policy and other Important Information.  

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

 
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