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Retirement and Coverdell Education Savings Accounts

Building a diversified investment portfolio is an essential step to preparing well for retirement.   Aston offers mutual funds in a wide range of asset classes, including:  equity, alternative, international, sector and fixed income to help you reach your retirement goals.

In this section you can learn about Traditional and Roth IRAs, SEP (Simplified Employees’ Pension) and Simple (Savings Incentive Match Plan for Employees) Plans.  Compare a Traditional IRA vs. a Roth IRA to determine which might be more suitable for your needs.  Discover what education expenses are covered under a Coverdell Education Savings Account as well as the tax benefits to consider.

The information provided herein is for reference only and does not purport to give tax or legal advice.  Please consult your tax or legal adviser for more information regarding this material.

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