IRA Plans & Rollovers

We help our clients establish an investment strategy for their IRA and Rollover plans. We fund these strategies using a mix of mutual funds* and annuities that offer a variety of investment styles.

Variable annuities have the additional capacity of guaranteeing a "no-loss" result in the event of the annuitant's death. The amount invested is fully guaranteed. This guaranteed value is then increased periodically to include the highest values reached as of specific policy anniversary dates.

To discuss a new IRA Plan or a roll-over from another IRA, 401(k), 403(b) or 457 Plan, contact us at info@vbscorp.com or phone us at 1-888-PLAN AHEAD.

*VBS is NOT a securities dealer. VBS has representatives who are registered with member firms of the NASD through whom all securities are offered.