Roth IRAs, Simple IRAs, SEPs and Inherited IRAs
Beyond traditional IRAs, Gold Leaf can also help you manage your Roth IRA, SIMPLE IRA, SEP, or Inherited IRA.
You and your accountant can determine which IRA type optimizes your unique tax situation: the Roth, SIMPLE, or SEP. For Gold Leaf’s part, the underlying investment philosophy is the same – our financial advisors will invest your money based upon what you have told us are your investment needs.
In all cases, your IRA will be managed solely in your best interests. As a fiduciary, Gold Leaf is sworn to act for your benefit only.
Perhaps you have inherited an IRA. We can help you too. Gold Leaf financial advisors will manage the assets, and, if you must take a Required Minimum Distribution (RMD), will calculate that amount and aid in timely distribution.