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Account Types

Open an INVEST account to help you save for your financial goals, retirement, education, and much more...

MYRA offers the following accounts:

STANDARD -- Investment accounts that help you invest for your goals other than retirement or future education.

  • Individual Brokerage -- For individuals. Invest for your goals.
  • Joint Brokerage -- For partners. Invest for your goals.
  • Trust Brokerage -- For families. Invest for your legacy.

RETIREMENT -- IRAs (Individual Retirement Accounts) allow you to make tax-deferred investments to provide financial security when you retire.

  • Traditional IRA -- For individuals. Contribute pre-tax.
  • Roth IRA -- For individuals. Contribute post-tax.
  • SEP IRA -- For small business owners. Contribute pre-tax.

EDUCATION -- A 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs.

  • 529 Plan -- Tax-advantaged account to save for education expenses.

We will build and manage a portfolio for you that maximizes return while reducing risk, and lowering your taxes and fees.