Fidelity Advisor IRAs

Fidelity offers three different IRAs to address a variety of retirement goals

Keep in mind that there are certain important factors to consider as you weigh this decision with your clients, including desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, and tax treatment, as well as each client’s unique financial and retirement needs.

Fidelity Advisor Roth IRA

Contributions are made with after-tax money. The entire balance may grow unaffected by taxes and is tax free when withdrawn – as long as certain requirements are met.

Fidelity Advisor Rollover IRA

Allows eligible rollover money to remain invested on a tax-deferred basis without paying current income taxes or penalties.

Fidelity Advisor Traditional IRA

The entire balance may grow year after year unaffected by taxes, which are not owed until money is withdrawn.

Benefits of Using a Fidelity Advisor IRA

  • A wide selection of Fidelity Advisor Funds® with access to practically every segment of the world's markets
  • Advance notification to investors who must take required minimum distributions (RMDs)
  • Access to systematic investing programs and the potential benefit of dollar cost averaging*
  • A dedicated team of retirement specialists to answer questions and work with you and your clients to establish a Fidelity Advisor IRA that may help meet a variety of investment goals
  • Convenient account access for your clients, virtually 24 hours a day, 7 days a week

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