American Heritage SEP IRA

A SEP Individual Retirement Account (IRA) is a Traditional IRA, but the funding comes from an employer. If you are self-employed, you can make contributions to an IRA in your name through your business. In this way, a SEP IRA becomes an alternative to a pension fund.

Need Help Planning For The Future?

The American Heritage Investment and Retirement Center* offers a variety of investment and protection planning services to help you plan for the future.  We’re here to help you make sound financial decisions consistent with your investment timelines and your goals. Our needs-based approach means learning about your current situation, and then helping you to take action towards a healthier financial future.

For information and to set up a no cost consultation, contact the American Heritage Investment & Retirement Center (IRC)(215) 969-2967

* Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.