Individual Retirement

Portfolio

Save for their tomorrow, whatever it might be.

NWIS is more than quality coverage for you and yours. With access to innovative tools, money-saving discounts and a local agent, it’s easy to  ensure that your individual retirement is simple and flexible. Make sure you’re covering all your bases. Read on to see all that NWIS has to offer.

401(k)

A 401(k) plan is a tax-advantaged, defined-contribution retirement account offered by many employers to their employees.

Rollovers from old employers

A rollover may entail a number of actions, most popularly the transfer of the holdings of one retirement plan to another without creating a taxable event.

Abandoned accounts

Abandonment is the act of surrendering a claim to, or interest in, a particular asset.

Unmanaged retirement accounts

A managed account is an investment account that is owned by an investor but managed by somebody else.

Traditional IRA

A traditional individual retirement account (IRA) allows individuals to direct pre-tax income toward investments that can grow tax-deferred.

Roth IRA

A Roth IRA is an individual retirement account (IRA) that allows qualified withdrawals on a tax-free basis provided certain conditions are satisfied.

UGMA/UTMA Accounts

A trust is a fiduciary relationship in which one party, known as a trustor, gives another party, the trustee, the right to hold title to property or assets for the benefit of a third party, the beneficiary.

Trusts

A 401(k) plan is a tax-advantaged, defined-contribution retirement account offered by many employers to their employees.
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