Individual Retirement Accounts - IRAs

What is an Individual Retirement Account?

With so many retirement plan options available today, it is important for investors to understand what each is, and how each plan works. This should help to ensure that investors are participating in the right plan to meet their financial needs and goals.

An Individual Retirement Account (IRA) is a retirement savings plan that allows an individual's assets to grow tax deferred. All US citizens with income over $3,000 are eligible to contribute to an IRA. Certain individuals who are not eligible for other retirement plans may receive an income tax deduction for their contribution.

Types of IRA Accounts include: SEP IRA, Roth IRA , Traditional IRA, and Rollover IRA

Atlantic Financial IRA Accounts

If you do not have a current retirement plan or you are looking to have more options and would like to open a new Individual Retirement Account (IRA) we would be happy to assist you.

IRA contributons can invlude a large variety of investments. Atlantic Financial's IRA accounts have a wide selection of investment options including stocks, bonds and over 18,000 mutual fund choices.

How to Open an Individual Retirement Account (IRA)

Phone: Call 1-800-559-2900 and one of our representatives will be happy to assist you.

Web: To open an IRA (403b, IRA Rollover, 401k Rollover, SEP, Roth, etc.) fill out and submit this
New Standard Account Application

By Mail: Visit Atlantic Financial's New Account area and Download an IRA Application (PDF.)

Fill out, Print, and sign them application and then mail it (along with a copy of your photo ID) to:




Atlantic Financial Inc.




167 Washington Street




Norwell, MA 02061