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Boost savings through an IRA
Dentists and their teams can create an Individual Retirement Account (IRA) in minutes with our simple, hassle-free online platform.
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IRA Plans
Which IRA is right for you?
IRA rollover
Transfer an existing IRA to benefit from our platform’s attractive pricing. Enjoy fee-free trades on funds offered.
Traditional IRA
Personal retirement savings with tax advantages. Contributions may be fully or partially deductible.
Roth IRA
Contributions are not tax-deductible but offer tax-free income upon retirement.
SEP IRA
Ideal for practice owners to make annual percentage contributions to employees. Employees become eligible after three years and are 100% vested upon joining.
Access a range of funds from reputable providers
Tailor your portfolio to your individual financial goals and risk tolerance, and adjust them as your needs change over time.
Investment types
Target retirement funds
Balanced funds
Target allocation
Fixed income
International
Index funds
Planning services
Enjoy comprehensive financial guidance and more when planning your retirement with The Dentist’s Guild:
Aggregated investment reporting
Cash flow management
Retirement planning
Risk management
Trust and estate planning
Tax strategies and return preparation
Business succession planning
Ready to work toward your future?