Traditional & Roth IRAs

Invest in Yourself for a Better Retirement.

A comfortable retirement is the achievement of a lifetime. It’s a way to reward your decades of hard work and financial planning with the assurance that you can relax and enjoy your golden years.

DRD Insurance Agency is all about providing various options for your retirement needs. We realize that each individual has his or her own unique financial goals for the future, and it’s our job to help you get on the right path. That’s why we offer retirement plans like Individual Retirement Accounts, or IRAs, to turn your goals into a reality.

Types of IRAs

An IRA is an account in which individuals set aside money each year that builds over time. The two main types of IRAs are: Traditional IRAs and Roth IRAs.

Traditional IRAs are tax-deferred accounts where any contributions you make may be tax-deductible. Once you withdrawal from your account after age 59 1/2, your earnings are then taxed. You can use your funds to purchase stocks, bonds, and other types of investments.

Roth IRAs are similar to Traditional IRAs, except your contributions are not tax-deductible. Whenever you choose to withdrawal your earnings, you do not have to wait until age 50 1/2, and you are not taxed. You can also use your funds to purchase stocks, bonds, and other types of investments.

Other kinds of IRAs including Rollover IRAs, Inherited IRAs, and more are available based on your individual needs, and qualifications do apply.

At DRD Insurance Agency, we’ll work with you one-on-one to assist you achieving your long-term financial goals. Contact one of our knowledgeable specialists today to learn more about how an IRA can help you realize your retirement dreams.

DRD Insurance Agency

511 S Harbor Blvd Suite B

La Habra, CA 90631

Main office: 800-721-9089

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Love my people. They take good care of me. Professional and kind.
Mary Rodriguez
I have been with DRD insurance agency for quite some time now, and as time goes on I find that they are still on top of their game. It is so convenient to receive their automated updates as far as payment reminders, helpful tools, and useful articles. DRD continues to do a tremendous job with customer service, which is why I am giving them 5 stars!!! Thanks DRD.
Ja'mie O
Dave Cacheiro "ROCKS"! Dave has outstanding customer service.
Alfonso Gutierrez