How to Get a Traditional IRA from Raymond James

Professional financial advisers are available at Raymond James to help you learn about IRAs and begin the process of setting up and managing an IRA.

Instructions

1. Locate an office. The Raymond James website (see Resources below) is full of information to help educate you on various types of IRAs. One of the features of the website is the ability to locate a Raymond James office near you.

2. Identify a financial adviser whom you can work with for your retirement planning needs. If you locate a Raymond James office near you online, then look for a link that says "Have a Financial Adviser Contact Me." Once you complete the online for, it will be submitted to the local Raymond James offic, and a financial adviser will contact you. If you prefer to take action right away, you can call the phone number listed for the office and explain that you want to set up a traditional IRA account. The office will connect you with a financial adviser who can help you.

3. Make an appointment. Whether a Raymond James financial adviser responds to your online request form or you call the office directly, make an appointment to meet and discuss your needs with the financial adviser. You can give preliminary information over the phone, but a face-to-face meeting may be necessary to finalize your decisions, sign paperwork and fund your account.

4. Gather your personal financial information to share with the adviser to help you make sound decisions when setting up your IRA and choosing the type of investments for your money.

5. Discuss options with your Raymond James financial adviser. During the appointment, the adviser will look over your personal financial situation and your goals for retirement. Based on this information, the financial adviser will make recommendations to you. The adviser will also be able to complete the application and paperwork required to establish a traditional IRA.

Resources

• Raymond James