Self-Directed Brokerage IRA

Invest your retirement funds exactly as you choose, drawing on a full universe of stocks, bonds, mutual funds and other investment vehicles. Start by opening a brokerage account with Associated Investment Services*, gaining the benefits of online account management:

  • Buy and sell securities online
  • Check your account balances and order status
  • Get real-time or delayed quotes
  • Access a wide range of online financial research tools

You can structure your self-directed IRA as a traditional, Roth, SEP or Money Market IRA.

Traditional IRA

Use the power of tax deferral to grow your investment and put off paying taxes until you make withdrawals.

Roth IRA

Pay taxes upfront on the money you put into your IRA, and make later withdrawals of both earnings and contributions tax-free.

SEP IRA

As a business owner, gain tax breaks by using a Simplified Employee Pension plan to create significant retirement savings for your employees and yourself.

Related Product Information:

Bank IRAs

To save, rather than invest your IRA funds, consider Associated Bank’s IRA selections.

*SECURITIES AND ADVISORY SERVICES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. ("AIS"), member FINRA and SIPC, d/b/a Associated Investment Services Group in Minnesota. • Securities offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • Advisory services may not be available in all locations. • Associated Bank, N.A. and AIS are affiliates of AB-C.

Savings