Call Us Today:
386.364.1000

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.

Suwannee Insurance Agency, Inc. 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 Suwannee Insurance Agency, Inc., 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.

Our Locations

Suwannee Insurance of Live Oak

1720 Ohio Ave N
Live Oak, FL 32064
Main office: 386-364-1000
Fax: 386-362-6118

Suwannee Insurance of Madison

348 West Base Street
Madison, FL 32340
Main office: 850-973-8341
Toll free: 800-771-6606
Fax: 850-973-3774

Suwannee Insurance of Merritt Island

2555 N. Courtenay Pkwy, Suite 34
Merritt Island, FL 32953
Main office: 321-877-4888
Toll free: 800-771-6606
Fax: 321-877-4884

Our Providers

Testimonials

I have been working with Ann Cooper for the last few years, and I always get good service - with a smile.
Carol P.
Yes, we have always been pleased with the service from the Suwannee Insurance Agency, Inc. When we have had problems with Bank America saying we did not have insurance on our home you immediately sent required documentation to prove we had no break in service. Your agency is always on top of the situation when we had to file a claim and made it much less complicated than we expected. Thank you, Charles & Linda Musgrove
Charles M.
We appreciate the personal and conscious service. We always get an answer to any of our questions.
Burton L.
We appreciate that you keep the rates as low as possible. Thank you.
Eugene G.
Timely, professional service every time!
James T.
It's nice working with people who know their job, and Suwannee is full of them. Great company to work with.
Martin M.
Lisa did a fabulous job helping me get my computer setup for a Allied insurance icon. She is always pleasant and helpful. I give her a 10 star rating!
Linda L.
I have referred several of my customers to Mareia at Suwannee Insurance Agency. She is always there when I need her and always helpful. She finds the best insurance to fit my needs and answers all my questions.
Nelda H.
Suwannee Insurance is my hometown pick for my insurance needs. When you walk in the door you are welcomed with a warm hello and a smiling face. Any needs I might have are immediately addressed in a prompt manner. Thank you Suwannee Insurance, job well done!
Patricia B.
Always there when you need them. Any time I have had a question, always get to talk to someone and get an answer.
Donna A.
I have always been pleased with the service Suwannnee Insurance Agency has provided. They have been prompted with all my insurance needs.
Gloria H.
I have been with Suwannee Insurance since I moved to Live Oak in 2004. Maria, an agent for Suwannee Ins. has always been so helpful. As an agent, Maria has always taken her time to explain the different insurances to me, even when I go into the office, she has a few minutes for me. what a great personal touch and asset for the company.
Linda R.
I just wanted to commend your agency on how wonderful and polite you and the individual that answered my call were. I am in contact with insurance agencies all across the United States and Suwannee Insurance has been the most delightful agency that I have ever contacted. Excellent job!
Josh A.