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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.

Bird Insurance Agency LLC 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 Bird Insurance Agency LLC, 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

Bird Insurance Agency LLC

516 SE 17th St
Ocala, FL 34471
Main office: 352-643-5898
Fax: 352-622-5854

Callum and Bird Insurance

3306 SW 26th Ave #401
Ocala, FL 34471
Main office: 352-643-5899
Fax: 352-873-8737

Our Providers

Testimonials

We have trusted Bird Insurance for over 15 years with many of our personal and business insurance policies. Based on our instructions and requests, we find them to be fair and accurate in gathering information, presenting their findings, and offering their insights. We feel confident in making decisions that meet our needs based on their professional, detailed approach. We rely on them to secure the best coverages at the best premiums.

James Gangelhoff, G Tee & Tru Hone Corp
During a routine visit regarding our business insurance with Steve Bird, we happened to mention that we were cashing in an old life policy and purchasing new coverage through another agent. Though Steve's questions and insight, we realized these changes were not accomplishing what we needed. Bird Insurance Agency helped us to correct this error and achieve our goals. We value and appreciate their help and professionalism.

Michael & Linda Mikulak
My wife and I tried to save money by shopping for life insurance on the internet. We were unhappy and frustrated it was very impersonal and confusing. Bird Insurance Agency walked us through the whole process, answered our questions, and expedited the whole process. Because our local agent knows us and acted as our advocate, we ended up saving money, time, and aggravation!

Jon Tyler
Steve Bird had insured our home, auto and business for many years. When we needed life insurance, and inquired on disability, they shopped many companies to secure quotes and coverages to meet our needs at the best price. They are good at explaining things well so we can make the best decisions possible. When it comes to insurance, Bird Insurance Agency is our agency. We trust them to be our advocate.

Tom & Suzette Huggins/Ocala Irrigation