An SEC Registered Investment Advisor with a focus on investments screened for Catholic values.
Traditional and Roth IRA’s
Traditional IRA accounts are great for individuals that want to save for retirement with pre-tax dollars. Contributions to the Traditional IRA are generally tax-deductible for the tax year contributed. This is best for those who believe that they will be in a lower tax bracket in retirement.
Roth IRA accounts are great for individuals that want to save for retirement now, with after-tax dollars. The Roth account allows tax-free withdrawals after age 59 ½. This is best for those who believe that they will be in a higher tax bracket in retirement.
SIMPLE and SEP IRA’s
Use a SIMPLE IRA if you work for a company who offers a 5304 SIMPLE IRA Plan which allows accounts to be opened at any brokerage firm. Please note: you will need to download a packet of forms for you and your employer to sign and return to our custodian, FolioFN Investments.
SEP-IRA’s “Self Employed People IRA’s” are designed for self-employed individuals, business owners, or any individual who earns any self-employed income to save for retirement.
IRA Transfers & Rollovers
You can request to move or “roll-over” your eligible retirement assets directly from one retirement investment, such as a retirement account from a previous employer (401(k), 403(b), 457 plans) or an existing IRA held at another broker, to us without incurring taxes or penalties.
In fact, most IRA assets held at another broker can be transferred over to your account at our custodian electronically in just a few easy steps!
Custodial Accounts for Minor Children
UTMA and UGMA accounts are custodial investment accounts that are set up by an adult (custodian) for the benefit of a minor child (beneficiary). A custodial account is used to invest assets for a minor child until they reach the age of majority in their state, usually 18-21 years of age.
Custodial accounts are taxed at the Child Tax Rate “Kiddie Tax” and all contributions are made on behalf of the child are are considered irrevocable gifts for the benefit of the child.
Revocable Trusts (Individuals & Businesses)
We manage assets held in Revocable Trusts on behalf of our clients. This investment account type is designed specifically for assets held in a revocable trust for individuals or business registrations.
The trust must be established before the account is opened. An authorized trustee is required to open a trust account.
Accounts for Businesses & Non-Profits
Businesses We serve businesses of all types
(Sole Proprietorships, LLC’s, S-Corps, C-Corps)
Non-Profits 501(c)3 charitable and religious organizations may open an account with InvestingCatholic. We serve parishes, religious communities, charitable organizations and endowments.
Investments Screened For Catholic Values
Smart Investing For Catholics.
Serving Individuals, Families, Businesses & Charitable Organizations
Affordable Online, Anytime Access.
InvestingCatholic serves as an “Internet-Only” investment adviser pursuant to Section 203A-2(e) of the Advisers Act. Under this registration, InvestingCatholic provides its investment advice to clients solely through its interactive website. Our website, www.investingcatholic.com is limited to providing general information pertaining to InvestingCatholic, LLC’s advisory services, and is intended to serve our clients and prospective clients for general informational purposes only and does not constitute investment or tax advice. Our website should not be construed by any consumer and/or prospective client as InvestingCatholic’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. InvestingCatholic may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about InvestingCatholic is also available on the SEC’s website at www.adviserinfo.sec.gov.
Risk Disclosure: Past performance does not guarantee future results. There are no absolute guarantees in investing. Before investing, consider your investment objectives and all applicable fees and expenses. See full disclosures for more information.
This website is operated and maintained by InvestingCatholic, LLC, an SEC Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.