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Traditional & Roth IRAs

Invest in Yourself for a Better Retirement.

A comfortable retirement is the achievement of a lifetime. It’s a way to reward your decades of hard work and financial planning with the assurance that you can relax and enjoy your golden years.

Poteet & Poteet is all about providing various options for your retirement needs. We realize that each individual has his or her own unique financial goals for the future, and it’s our job to help you get on the right path. That’s why we offer retirement plans like Individual Retirement Accounts, or IRAs, to turn your goals into a reality.

Types of IRAs

An IRA is an account in which individuals set aside money each year that builds over time. The two main types of IRAs are: Traditional IRAs and Roth IRAs.

Traditional IRAs are tax-deferred accounts where any contributions you make may be tax-deductible. Once you withdrawal from your account after age 59 1/2, your earnings are then taxed. You can use your funds to purchase stocks, bonds, and other types of investments.

Roth IRAs are similar to Traditional IRAs, except your contributions are not tax-deductible. Whenever you choose to withdrawal your earnings, you do not have to wait until age 50 1/2, and you are not taxed. You can also use your funds to purchase stocks, bonds, and other types of investments.

Other kinds of IRAs including Rollover IRAs, Inherited IRAs, and more are available based on your individual needs, and qualifications do apply.

At Poteet & Poteet, we’ll work with you one-on-one to assist you achieving your long-term financial goals. Contact one of our knowledgeable specialists today to learn more about how an IRA can help you realize your retirement dreams.

Our Location

Poteet & Poteet

3675 Crestwood Pkwy, #270
Duluth, GA 30096
Main office: 678-929-5096

Our Providers

I have known Chuck Poteet for several years and have been his customer when he was at other firms. I was extremely happy when he told me that he was creating his own company. His level of understanding my business is unlike any other insurance professional I have known and done business. He is constantly looking for ways to help me manage risk and protect my profits.
Tom
“Five years ago I was looking for a new broker because my current broker wasn’t keeping pace with my rapid rate of growth. Chuck Poteet was referred to me by one of his clients, we met and immediately I knew he was abreast of the current risk scenarios I am faced with every day from my customers and employees. He designed a Property & Casualty and Healthcare proposal that are helping me maintain profits and valuable employees.”
Glen
“Earlier this year I was searching for a new health plan for my employees. I met Chuck Poteet and Gary Theriot at Poteet & Poteet, who were eager to answer my questions about group healthcare coverage, competitive plans and the future of healthcare in America. They did their research and came back with a proposal that fit my budget. Thank You Chuck and Gary!”
Teresa