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.
Revocable Trusts (Individuals & Businesses)
Investment account 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 to open a trust account.
Accounts for Businesses & Non-Profits
Businesses We serve businesses of all sizes, our broker, FolioFN supports all business legal structures.
Non-Profits 501(c)3 charitable and religious organizations may open an account with InvestingCatholic. We serve parishes, religious communities, charitable organizations and endowments.