What are the advantages of the Freedom One IRA? - We offer five professionally managed account portfolios called MAPs.
- Freedom One Investment Advisors will become your personal registered investment advisor providing ongoing, professional investment advice.
- You may contribute additional funds to your IRA.
- We automatically rebalance your selected MAP on a regular basis.
- Freedom One Investment Advisors utilizes very low cost, high quality investment options, with no up-front or back-end loads, and no surrender charges.
Who can invest in the Freedom One IRA? Current Freedom One 401(k) participants; including spouses and family members Participants who still have money in Freedom 401(k) Participants who have a 401(k) plan at a former employer Participants with an existing IRA with another provider
What type of assets can be invested in the Freedom One IRA? - 401(k) plans from previous employers
- Existing IRAs held with other providers
- Non-qualified accounts available for investors who hold CDs or brokerage accounts not considered IRAs
Same investment sophistication as the Freedom 401(k) - Now available as your personal IRA - Exclusively available from Freedom One Investment Advisors.
For additional information on the Freedom One
IRA, please contact
client services or call 248-620-8100.
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