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Flexibility of Investments___

Whether it's a Traditional IRA or Roth IRA, a Stifel Nicolaus self-directed IRA provides you the versatility and freedom to choose the investment vehicles that help meet your financial needs. Your goals, your risk tolerance, and the number of years until you start taking distributions will determine what investment vehicle(s) you choose. The following list includes some of the investments available to you when you invest money in your IRA. As you can see, there may be more options available than in a typical 401(k) or other corporate retirement account.

 ● Mutual Funds  ● Closed End Funds  ● Exchange Traded Funds
 ● Stocks  ● Unit Trust  ● Money Market Funds
 ● CDs  ● Bonds  ● Annuities*

Your Stifel Nicolaus Financial Advisor can help you find the right IRA and the right investments to help you plan for your retirement goals.

*If purchasing an annuity contract in an IRA or TSA, or to fund a company retirement plan, you should be aware that such annuities do not provide tax deferral benefits beyond those already provided by the Internal Revenue Code.

 
 
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This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Nicolaus Financial Advisors may only conduct business with residents of the state in which they are properly registered. The information on this website is not an offer to sell or a solicitation of an offer to buy, any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale may not lawfully be made. Investing involves risk including the possible loss of principal invested.

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Home Office: One Financial Plaza · 501 North Broadway · St. Louis, Missouri 63102 · (314) 342-4051