This is a short summary for the IRA offering within the Realty One Group Retirement Exchange platform. It should provide agents of Realty One Group the opportunity to review key information on some of the features within the IRA retirement planning option and how the account open process will work.

IMPORTANT: The illustrations or other information generated within the ONE FUTURE website are hypothetical in nature. To get a customized quote with all relevant expense information or estimated contribution ranges about a particular plan please contact Arcwood Financial LLC, info@arcwood.com. This information provided within this site does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions related to your individual tax situation.

Arcwood Financial llc, Money Intelligence, Group IRA, Schwab and other investment providers or other associated service providers or subcontractors are independent companies. Realty One Group assist’s Arcwood Financial in monitoring service providers and helping distribute educational resources to agents as a subcontractor but is not a plan sponsor, PPP, plan administrator nor a named responsible plan fiduciary. Neither Arcwood nor any of the listed service providers or subcontractors provide tax or legal advice. Please consult a tax adviser or attorney before making a tax-related investment/insurance decision.

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ONE Future IRA Overview – Realty One Group Agent Retirement Plan Exchange Video

Realty One Group is a well-known and reputable real estate company that offers a comprehensive range of services for both buyers and sellers. In addition to their commitment to providing exceptional service to clients, Realty One Group also values the well-being and success of its agents.

Recognizing the importance of retirement planning for real estate professionals, Realty One Group has introduced the ONE Future IRA. This retirement plan exchange program offers agents the opportunity to invest for their retirement with flexibility and peace of mind.

The ONE Future IRA program is designed to make saving for retirement simple and accessible. It offers a range of investment options, including stocks, bonds, mutual funds, and other asset classes. By providing a diverse range of investment choices, agents can personalize their portfolios according to their financial goals and risk tolerance.

In a recent video released by Realty One Group, agents are given a comprehensive overview of the ONE Future IRA program. The video explains the benefits of participating in the program and outlines the steps required to transfer existing retirement funds into the ONE Future IRA.

One of the primary advantages highlighted in the video is the tax benefit of participating in a traditional or Roth IRA. Contributions to a traditional IRA may be tax-deductible, while withdrawals in retirement are subject to taxation. On the other hand, contributions to a Roth IRA are made with after-tax dollars, but the withdrawals in retirement are tax-free. By choosing the appropriate IRA type based on individual circumstances, agents can optimize their retirement savings while minimizing tax liabilities.

The video also emphasizes the ease of transferring existing retirement funds into the ONE Future IRA. Agents are guided through the process, which involves completing necessary paperwork and coordinating with their current retirement plan provider. Realty One Group ensures a smooth transition, allowing agents to consolidate their retirement accounts for better management and oversight.

Additionally, the video highlights the exceptional customer service provided by Realty One Group’s retirement plan experts. Agents can take advantage of personalized guidance and support throughout the entire process. Whether it’s assisting with paperwork, explaining investment options, or addressing any questions or concerns, Realty One Group is committed to ensuring agents have the necessary resources to make informed decisions about their retirement savings.

In conclusion, the ONE Future IRA program offered by Realty One Group provides agents with a convenient and flexible retirement savings option. From a diverse range of investment choices to expert customer service, the program caters to the specific needs of real estate professionals. By participating in the ONE Future IRA, agents can confidently invest in their future and secure their financial well-being after their real estate career.