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Traditional & Roth IRAs in Middletown and Newark, DE

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.

PeopleFirst Insurance 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 PeopleFirst Insurance, 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 Location

PeopleFirst Insurance

5236 Summit Bridge Road
Middletown, DE 19709
Main office: 302-416-6830
Toll free: 866-285-6475
Fax: 888-229-0267

Our Providers

Testimonials

Best service around! PeopleFirst insures my business and personal needs with care and personalization every time. Vicki and Lisa have been great.

James, Wilmington, DE
I can't say enough good things about PeopleFirst Insurance. They found an amazing auto insurance rate for us when our last policy renewed at nearly twice its former premium. Linda has been wonderful helping me get a chip repaired in my windshield at no cost. Thanks, PeopleFirst, I love working with a local business that cares about its customers!

Kathleen T., Middletown, DE
I made the switch from AARP to your agency and am getting better coverage and I am saving money.

Dotty, Lewes, DE
PeopleFirst insurance is awesome!!! Saved me over $500 dollars on my car insurance!!!! Made it easy as can be and was really fast! A special thank you to the staff member who took my call, and patiently gave me all the time I needed to gather my information she needed and give it to her over the phone. Not to mention she gave me a call back WITHIN AN HOUR of the good news that I can save a fourth of what I used to pay! Thank you guys so much for the help!!!

Sara K., Northvale, NJ
Your Agency takes care of me. The rates are reasonable and the Customer Service is excellent. Linda is a wonderful person to deal with.

Iphdeller, Middletown, DE