Together, we share a common set of values of doing the right thing, keeping the client's best interest paramount, giving back and investing in the future of our communities, and encourage our diverse set of employees to be inclusive and act with integrity, while leading with exceptional ideas. Our team provides guidance regarding the Individual Retirement Accounts (IRA) and Qualified Retirement Plans accounts; answering questions related to the types of accounts, contributions and distributions rules and regulations, the tax reporting requirements, the Internal Revenue Service (IRS) rules and regulations, and the Client policies, and procedures.