Individual Retirement Account (IRA)

Every Little Bit Adds Up

Roll your IRA, 401(K), 403(b), or other qualified retirement plan assets over to the Highpoint Wealth Management and receive expert investment management services.

We provide the following IRA services:

  • Assistance in completing the paperwork required to begin the rollover process
  • Professional management of your IRA assets
  • Determination of minimum required distributions
  • Quarterly and annual statements of account activity
  • Proper reporting of distribution activity