For every stage of life
The investments you choose for your IRA become the building blocks of your asset allocation and long-term investment strategy. Mutual funds, like those offered by Delaware Investments, can be a great way to fund your IRA. In addition to the range of investment options mutual funds offer, mutual funds also provide a variety of convenient account services. In fact, according to the Investment Company Institute, the majority of people with IRAs invest them in mutual funds.
Your financial advisor can play an important role in helping you choose the appropriate investment mix to help you reach your long-term goals. He or she can help you define and evaluate your goals, and build a portfolio with your objectives in mind.
Individual Retirement Services
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Minimum Investments of $250.
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One Annual Fee of $15 per Social Security number, regardless of the number of funds held in your IRA, or the number of IRAs.
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Tax Information — Contributions: Each May, IRS Form 5498 is generated for account holders who have contributed to an IRA. The form contains all regular IRA contributions designated for the previous tax year, as well as rollover contributions.
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Tax Information — Distributions: Each January, IRS Form 1099R is mailed to IRA account holders who have received a taxable distribution from their IRAs during the previous calendar year.
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Over 70½ Information: Delaware Investments will send a letter reminding Traditional IRA account holders of required minimum distributions after age 70½ and a worksheet to help these account holders make the correct calculation.
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Systematic Withdrawal Plan for convenient automatic distributions when you are ready to receive income for your retirement.
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Web Service: Offers account holders online account access, e-statements and retirement calculators.
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Retirement Specialists: Dedicated retirement specialists available to answer all of your questions from 8 a.m. — 7 p.m. EST, Monday through Friday.
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