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Retirement

Accounts/Retirement

We offer a variety of retirement accounts designed to meet your needs.


Traditional IRA

A traditional IRA allows you to save for retirement with tax-deductible contributions, if you qualify, depending on your income.

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Roth IRA

A Roth IRA, if you qualify, allows you to save for retirement with after-tax contributions with tax-deferred growth and tax-free withdrawals

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SEP IRA

A Simplified Employee Pension (SEP) IRA is a written agreement where employers make contributions to traditional IRAs set up for employees. This account is subject to certain percentage-of-pay and dollar limits.

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SIMPLE IRA

A SIMPLE (Savings Incentive Match Plan for Employees) IRA is a retirement plan that is established by employers, including self-employed individuals and small businesses. The employer may make either matching or non-elective contributions to each eligible employee’s Simple IRA.

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How it Works


We made it simple and easy to get started with Apex Holdings. Follow the steps below to open your account today.

Review account types

Open an account

Fund your account

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