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Choose from Traditional, Roth, and Employer-Sponsored IRAs.
Dedicated Wealth Advisor to help you make the right decisions.
Pay fewer taxes now or when you retire.
Contributions may be tax-deductible and only taxed when you withdraw money at retirement. This lets your assets grow on a tax-deferred basis.
Contributions aren’t tax-deductible, but your account assets grow on a tax-deferred basis, and you can withdraw it tax-free when you retire.
SIMPLE (Savings Incentive Match Plan for Employees) IRAs offer an affordable, easy way for small businesses (fewer than 100 employees) and their employees to set aside money for retirement.
SEP (Simplified Employee Pension Plan) accounts are an affordable, easy way for any business, including self-employed individuals, to set aside money for retirement for themselves and their employees. Annual contributions allow for up to 25% of an employee’s salary.
Making financial decisions can be overwhelming. Our advisors use their experience and market knowledge to help you reach your short- and long-term goals.
Consulting is included, and encouraged, with all Individual Retirement Accounts. Enjoy personalized attention from a dedicated Wealth Advisor.
Unfortunately, Amerant is currently only offering Individual Retirement Accounts for U.S. citizens and residents.
Our Individual Retirement Accounts offer tax advantages not available with other types of plans.
No, you don’t need to be an existing Amerant Investments customer.
We’re here to help you grow. Fill out the form and we will connect you with the right person.
2 Individual customers must be citizens or resident aliens of the United States (U.S.).
Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks.
Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value
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