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Private Investment Accounts
Peterson Wealth Management invests inside private accounts for individuals and families, including:
- IRA Rollovers from 401(K)'s or 403(B)'s
- Traditional and Roth IRA's
- SEP IRA's
- Trusts
- Individual and Joint accounts
- Custodial accounts (for minors)
Clients have full ownership and control over their accounts. Aside from investing, Peterson Wealth Management assists with:
- Retirement expenses: Cash transfers from your investment account into your bank account.
- Calculating and distributing Required Minimum Distributions ("RMD's") for retirement accounts.
- End of year taxes via transaction reports.
- General financial questions, strategies and advice.
We will personalize your account for your unique goals and financial needs.
Please contact us via phone or email to discuss your situation.
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