Empower Investment Account

Continue investing even if you’ve reached the contribution limits in your retirement accounts or if you have other financial goals you’d like to work toward

An Empower Investment Account offers unlimited funding so you can invest for multiple financial goals without worrying about investment limits. Plus, you’ll enjoy unlimited commission-free online trading of stocks and ETFs. An added benefit is that you can take advantage of optional check-writing features that allow you to withdraw money from your account quickly and easily whenever you need it. For complete details of all benefits, fees and requirements related to the services and products of the check-writing privileges refer to the Corestone® Financial Portfolio guide

So you might be asking yourself, “Why would I need an Empower Investment Account?” This type of account may be right for you if:

You’ve maxed out your annual retirement contribution limit with several months remaining in the calendar year, but you don’t want to lose your investing momentum.

You’re retired and would prefer to reinvest your required minimum distributions so you can continue investing for your financial goals.

You’ve inherited an IRA from a family member and need an investment vehicle that allows you to invest the distributions for your future.

You’ve opened several taxable accounts at other financial institutions and want to consolidate them into a single account so you can see your combined investments in one place.

An Empower Investment Account offers another way to invest for your future without having to worry about the limits or restrictions found in retirement investment vehicles. You can rest easy knowing you have a single place to contribute additional investment income while continuing to work toward all your financial goals and dreams.

To learn more, call us today