ZIMMER INSURANCE GROUP
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IRA's​

Individual Retirement Accounts were established by the federal government to encourage people to save for their retirement by providing a variety of tax advantages.

Traditional IRA

Contributions to all of your traditional IRA’s cannot be more than: $6,000 ($7,000 if you’re age 50 or older), or your taxable compensation for the year, if your compensation was less than this dollar limit.
 ​

Roth IRA

For many people, a Roth IRA may offer greater tax savings and withdrawal flexibility than a traditional IRA. Eligibility depends on income. ​

Simple IRA

Simple IRA plans are retirement vehicles, maintained on a calendar year basis, for small employers (no more than 100 employees earning at least $5,000 for the preceding year), which permits contributions under a qualified salary reduction agreement. 

Securities Offered through LPL Financial LLC. Member FINRA/SPIC, William T. Zimmer, Registered Representative, Advisory Services offered through LPL Financial LLC, William T. Zimmer, Investment Advisor Representative.

Zimmer Insurance Group and LPL Financial LLC companies are unaffiliated. William T. Zimmer is licensed to offer securities in AZ, IA, KS,  MO, NE, NV, OK, and WI through LPL Financial LLC.
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*Check the background of this investment professional on​
 FINRA's BrokerCheck. 
​
Click here for FINRA website and click here for SIPC website
​

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  • Home
    • News
  • Contact
    • Client Testimonials
  • About
    • Our team >
      • Christi Whalen
      • William T. Zimmer
      • Dave Hinkley
      • Carla Stauffer
      • Alex Zimmer
      • Jodi Newman-Schliefert
      • Betty Piper
      • Shauna Randall
      • Sara Burton
      • Shannon Aikman
      • Shannon White-Michener
    • Our Partners
  • Services
    • Personal Insurance >
      • Auto Insurance
      • Motorcycle Insurance
      • Homeowners Insurance
      • Renters/Condo Insurance
      • Personal Watercraft
      • Umbrella Insurance
    • Commercial Insurance >
      • Property Insurance
      • Business General Liability
      • Business Auto
      • Worker's Compensation
    • Life Insurance
    • Health Insurance
    • Retirement Plans
    • Group Insurance
  • Payments/Claims
  • Blog
  • Insurance 101
  • Legal Statements
  • Holiday Closing Schedule