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Traditional & Roth IRAs in Mount Juliet and Nashville, TN

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.

TMW Group 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. The earnings of a Roth IRA are not taxed if certain conditions are met; the money has been in the account for 5 years and the individual is over the age of 59 1/2, or the individual is withdrwing the allowed amount for purchase of first home, etc. Contributions, but not necessarily the earnings, can be withdrawn at any time without penalty or additional tax. 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 TMW Group, 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.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

Check the SPIC Website: Securities Investor Protection Corporation

 

DMG Financial main office: 7800 S. Elati Street, Suite 205, Littleton, Colorado 80120, 800-983-4448. Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Insurance services offered through DMG Financial. Additional insurance services offered through TMW Group. Listed entities are not affiliated.
 

Our Location

TMW Group

2500 N Mount Juliet Road
Mount Juliet , TN 37122
Main office: 615-987-0341

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.