At WFNInvest we make saving for your retirement easy. No matter your age or employment status, here you can develop a sensible plan to achieve your retirement goals. Choose an account from the menu below and get started today.

Retirement Accounts can be opened online by downloading and filling out a Retirement Application or through a customer service representative by calling toll-free 1-877-WFN-4YOU (1-877-936-4968).

RETIREMENT ACCOUNTS
IRA	How do I open an IRA?   What is an IRA?  Why should I open an IRA? An IRA is a special type of account created to help individuals save money, tax-deferred for retirement. Contributions to qualify for the 2001 tax year can be made until April 15, 2002 and are set at a maximum of $2000 per year. Contributions for 2002 are set a maximum of $3000 per year, with a $500 catch up contribution for those over 50 years of age. For further information on IRAs, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
ROTH IRA	How do I open a Roth IRA? What is a Roth IRA? Why should I open an IRA? Contributions to a Roth IRA are not tax-deductible. Instead, qualified distributions from the account are tax-free. A distribution would be considered qualified and tax-free if certain criteria are met. Contributions to qualify for the 2001 tax year can be made until April 15, 2002 and are set at a maximum of $2000 per year. Contributions for 2002 are set a maximum of $3000 per year, with a $500 catch up contribution for those over 50 years of age. For further information on Roth IRAs, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
ROLLOVER IRA	How do I open a Rollover IRA?   If you are changing jobs, you don't have to lose the benefit of tax-advantaged retirement savings plans like 401(k)s and other employer-provided programs. At Women's Financial Network at Siebert, it's easy to roll your 401(k) over in to an IRA so that you can protect and continue to grow your retirement savings, regardless of your current employment status. For further information, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
SIMPLE IRA	A Simple IRA plan is for a business that has 25 or fewer employees and does not currently contribute to a retirement plan. Simples enable a business to establish a 401(K) type employee savings plan without the typical administrative costs and complexities associated with a traditional 401(K) plan. For further information on Simle IRA plans, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
SEP	A SEP is for business owners seeking a simple, low cost retirement plan providing the opportunity to contribute as much as 15% of compensation up to the set dollar limit per plan participant. For further information on SEPs, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
401K	401(K)plans are for employers seeking a retirement plan that allows for employee pre-tax savings and, if desired, employer matching and/or discretionary contributions. For further information on 401Ks, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)     Open an Account online   Retirement Calculators  Learning Center
MONEY PURCHASE PENSION PLANS	Money purchase pension plans are suitable for firms with higher and more stable earnings who wish to contribute a higher annual compensation percentage (up to 25%). They are available to sole proprietorships, corporations, "S" corporations, and non-profit organizations. For further information on money purchase pension plans, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)      Retirement Calculators    Learning Center
PROFIT SHARING PLANS	Profit sharing plans are for employers seeking contribution flexibility and whose businesses are either sole proprietorships, partnerships, corporations, "S" corporations and non-profit organizations. For further information on profitt sharing plans, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)      Retirement Calculators    Learning Center
YOUR OWN PROTOTYPE PLAN	Customers can open a retirement account with WFNInvest using their own non-prototype plan they have created with the help of their financial attorney. To apply for such an account, a completed, standard account application and a copy of the plan is required. For further information onyour own non-prototype plan, or to open an account, please call 1-877-WFN-4YOU (1-877-936-4968)      Retirement Calculators

For a comparison of Individual Retirement Plans, please refer to our comparison chart.
For a comparison of Business Retirement Plans, please refer to our comparison chart.