- DGI INVESTMENT IRA
For example, if it invests in a fund, it may invest in a diversified portfolio of bonds and stocks. Bonds typically provide greater stability, while stocks may fluctuate more, seeking to support long-term growth.
By combining both types of investments in a single fund, the goal is to achieve a balance between growth and long-term stability.
Start with a little
Open your account with only $250 and contribute from $25 a month, up to the maximum allowed for the taxable year.
Your money is invested for you
A team of specialists takes care of managing the investment, supervising it, and adjusting when necessary.
Tax benefits
You may deduct up to $7,000 per person or $14,000 per couple filing jointly for the 2025 tax year, and up to $7,500 per person or $15,000 per couple filing jointly for the 2026 tax year.
Designed for the long term
It's an option for those who want to steadily build their retirement over time, taking advantage of the potential for growth in value and the ability to generate dividends.
Disclosure
This information is for general informational purposes only and does not constitute investment advice. Investors should keep in mind that investing involves risks. The value of your investment will fluctuate over time, and you may gain or lose your investment. Investors should carefully consider the investment strategies before making any investment decisions.
To collaborate with the government in the fight against the financing of terrorism and money laundering activities, the federal law requires that every financial institution obtain, verify and record information that allows identifying any person who opens an account. For you this means that when you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We will also request that you show us your driver’s license or other identification documents. In addition, Effective May 2018, EACH time an account is opened for a covered Legal Entity, we are required to ask you for identifying information (name, address, date of birth, social security number, % Ownership as well as identification documents) for each individual that has beneficial ownership (25% or more) and one individual that has significant managerial control of the Legal Entity. If you are opening an account on behalf of a Legal Entity, you will be required to provide the appropriate documentation (Certification of Beneficial Owner) and to certify that this information is true and accurate to the best of your knowledge.