For descriptions, eligibility, and yearly updates on retirement and education accounts, please visit famfunds.com.
Whether you are just getting started, changing jobs, doing a 401(k) rollover, or running a business, FAM Shareholder Services can guide you.
• Traditional IRA (Individual Retirement Account)
• Roth IRA
• SEP Account (Simplified Employee Pension)
• SIMPLE IRA (Savings Incentive Match Plan for Employees)
Education Savings Accounts
Research shows that most parents do not expect to be ready to pay for their child’s college education. We can help you prepare for those tuition bills.
• Coverdell Education Savings Account (ESA)
• Uniform Gifts to Minors Act (UGMA) Account & Uniform Transfers to Minors Act (UTMA) Account
For more information, please call FAM Shareholder Services at 800-932-3271.