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919.562.1974

Traditional & Roth IRAs in Wake Forest, NC, Raleigh, NC and surrounding areas

Invest in Yourself for a Better Retirement.

A comfortable retirement is the achievement of a lifetime. It’s a way to reward your decades of hard work and financial planning with the assurance that you can relax and enjoy your golden years.

Brewer Insurance Group is all about providing various options for your retirement needs. We realize that each individual has his or her own unique financial goals for the future, and it’s our job to help you get on the right path. That’s why we offer retirement plans like Individual Retirement Accounts, or IRAs, to turn your goals into a reality.

Types of IRAs

An IRA is an account in which individuals set aside money each year that builds over time. The two main types of IRAs are: Traditional IRAs and Roth IRAs.

Traditional IRAs are tax-deferred accounts where any contributions you make may be tax-deductible. Once you withdrawal from your account after age 59 1/2, your earnings are then taxed. You can use your funds to purchase stocks, bonds, and other types of investments.

Roth IRAs are similar to Traditional IRAs, except your contributions are not tax-deductible. Whenever you choose to withdrawal your earnings, you do not have to wait until age 50 1/2, and you are not taxed. You can also use your funds to purchase stocks, bonds, and other types of investments.

Other kinds of IRAs including Rollover IRAs, Inherited IRAs, and more are available based on your individual needs, and qualifications do apply.

At Brewer Insurance Group, we’ll work with you one-on-one to assist you achieving your long-term financial goals. Contact one of our knowledgeable specialists today to learn more about how an IRA can help you realize your retirement dreams.
 

Our Locations

Wake Forest Office

1904 South Main Street, Suite 212
Wake Forest, NC 27587
Main office: 919-562-1974

Louisburg Office

142 Shannon Village
Louisburg, NC 27549
Main office: 919-496-2027

Mount Olive Office

941 North Breazeale Avenue
Mount Olive, NC 28365
Main office: 919-658-5177

Raleigh Office

8226 Creedmoor Rd
Raleigh, NC 27613
Main office: 919-846-5378

Rolesville Office

211 South Main Street
Rolesville, NC 27571
Main office: 919-570-3040

Our Providers

I can't say enough about Brewer Insurance Group. They have insured our family for over 10 years and have helped us manage 3 kids on our auto insurance policy. I would recommend them to everyone!
Susan - Raleigh, NC
Our realtor recommended Debbie to handle our new home purchase. She did an awesome job explaining our options and getting us all the discounts available. Give them a call...you won't be disappointed.
Dave - Wake Forest, NC
Nick at Brewer Insurance Group is great! He met with us at our business, reviewed our current policy and pointed our areas where we didn't have sufficient coverage. In the end he provided us with a great policy that met our business and worker's needs.
Jeff - Cary, NC
I moved from a large insurance company about a year & a half ago to Rich Brewer's office. There is absolutely no comparison in the customer service. I deal with Trish, and she is awesome; quick, knowledgeable and very easy to deal with! You can't go wrong with them!
John - Youngsville, NC
Rich and his staff have always gone the extra mile in response to my needs for insurance and investment products. I highly recommend him and the companies he represents.
Cal - Rocky Mount, NC
I love the staff here. Maria is so friendly and helpful. She helped me and insured me with a great policy. They always welcome me every time I come inside the office. I would highly recommend all these ladies to anyone.
Juavon - Mount Olive, NC