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319-250-4740

Traditional & Roth IRAs in Marion and Cedar Rapids, IA

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.

Sheets Forrest Draper Insurance 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 Sheets Forrest Draper Insurance, 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

Sheets Forrest Draper Insurance

610 Tenth Street
Marion, IA 52302
Main office: 319-250-4740

Our Providers

Testimonials

We have used Sheets, Forrest, Draper Insurance for all of our insurance needs for my home, vehicles and business for more than 10 years. They are always quick to return phone calls and answer questions. Scott has always been friendly and honest, looking out for the needs of my family and my business.
Brad Cairns
I have worked with Sheets, Forrest, Draper Insurance for all our insurance needs for 9 years and the District has been with them for many more years. The service we receive is outstanding. Whatever insurance request we have is delivered quickly. They take care of all the leg work on our claims to make sure they are handled efficiently. I highly recommend them to anyone who is looking to make an insurance change.
Brian Bartz, Director of Business Services
I told my family and friends it is nice to have an insurance agent who actually listens, calls you back, and then performs the duties required. Wow, exceptional!!! Great Job Chad. You are always on the top of the list for referral.
Scott Soppe
Sheets Forest Draper Insurance has exceeded our expectations in assisting in managing our risk. As a small business, we need a partner that understands our business and can ensure we have adequate coverage. Sheets Forest Draper fills that role well.
Jason Hauschild
I have been extremely satisfied with the service of Chad Dunne as my insurance agent. His attention to detail and quick response to my servicing needs is second to none.
Chuck Puccio
I am very grateful I have Scott handling my insurance matters as I know he has my interest and that of my son as if we had known him forever.
Kathy Mullen