Individual Retirement Account

Take advantage of the tax-deferred growth that retirement plans, such as Traditional and Roth IRAs, afford. In addition to these account types, you can choose from Rollover, SEP- and SIMPLE-IRAS or a Retirement Plan Trust options. Account details include:

Minimum Initial Investment $2,500
Minimum Account Balance $2,500
Service Fees An IRA custodial fee may apply.
Money Market Sweep Account Options Prime Money Market Fund
Capital Preservation Fund
Consolidated Statement Quarterly. Monthly if you have trading activity.
Online Statements, Confirmations and Tax Forms Quarterly statements after each quarter-end; monthly if you have trading activity. Confirmations following each transaction. Tax forms annually if applicable.
CheckWriting Available if account owner is 59½ or older.
Money Market Fund: An investment in the fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund.
Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA, SIPC.