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Leading with experience, stability, and innovation, Wedbush is dedicated to securing your interests, strengthening your vision, and maximizing your financial success.

Individual Plans

Individual Retirement Accounts (IRAs)
Wedbush Securities provides Individual Retirement Accounts that are designed to provide an effective, tax-deductible way to save for retirement. Wedbush offers a broad inventory of IRA investments, each with their own set of rules and tax advantages.

Traditional IRA
With Traditional IRAs, you pay no taxes on your earnings until you begin taking distributions at retirement. In addition, your contributions may be tax-deductible based on your adjusted gross income.

Roth IRA
Contributions to a Roth IRA are made after taxes rather than pretax. However, earnings are tax-free if you meet certain criteria.

Rollover IRA
Take your retirement savings with you when you change jobs or retire. This gives you investment flexibility and helps make managing your retirement savings easier. You can roll over your retirement savings into a Traditional or Roth IRA.

Coverdell Education Savings Account (Education IRA)
Wedbush provides Coverdell Education Savings accounts for individuals to save for a child's higher education. These accounts provide tax-deferred growth of the earnings and the ability to take tax-free withdrawals for higher education expenses.

Individual 401(k)
The Wedbush Individual 401(k) plan is unique: Compared to other self-employed retirement plans, greater contributions can be made at identical income levels, which maximizes retirement contributions and valuable tax deductions.

Keogh Accounts
Wedbush offers Keogh Accounts or tax-deferred pension plans to self-employed individuals or unincorporated businesses for retirement purposes.

Your Wedbush Advisor can help you determine which individual retirement account makes sense for you and your long-term goals. To locate a Wedbush Advisor, click here.