817-677-1413

Traditional & Roth IRAs

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.

Curlee Insurance and Financial Services 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 Curlee Insurance and Financial Services, 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.

Rapha Medical Plaza

3301 Altamesa Blvd

Fort Worth, TX 76133

Main office: 817-677-1413
Fax: 817-370-0026

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

I was getting tired of disinterested service with the previous insurance agency I had policies with, saw a commercial that promoted the Curlee agency and I just called and inquired about a quote, spoke with Mr. Curlee HIMSELF and he was so professional and nice. AND the quote he gave me offered more perks and cost LESS than what I was already paying. Needless to say I immediately canceled my policy with who I was with and I switched over to Nationwide Curlee Agency. Best decision ever
Blanc
Best team to help you with all your insurance needs. Very personable and knowledgeable.
Hugo
These people are AWESOME! I got my auto and renters insurance here. They were very helpful in answering all of my questions and were able to save me some money plus provide me with better coverage. Big shout out to Morris, Jose, Elvira &, Verandy for all of your help...they really did make me feel like Nationwide is on my side.
DjJohnnyG
I've been a nationwide customer for over 10 years. I started working with Morris after my original agent retired. He exceeded my expectations beyond measure. I'm planning to transfer my retirement and investment accounts to him as well.
Candice