847-970-5524

Traditional & Roth IRAs in Mundelein, Libertyville & Vernon Hills, IL

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.

Schultz Insurance Services 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 Schultz Insurance Services 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.
 

Schultz Insurance Services, Inc.

505 E. Hawley St. #220

P.O. Box 864 Mundelein, IL 60060

Main office: 847-970-5524
Fax: 847-388-4746

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: By Appointment
Sun: Closed

Our Providers

Testimonials

Mike is great! Always personable, timely, helpful, and extremely competitively priced.
Corey
Great Company. They helped us out to get the best coverage for our business at the best price.
Baha Auto Group
Mike has been our agent for 25 years. He has always provided the utmost in service and has saved us a great deal of money on premiums without our having to ask. I highly recommend Mike for all your insurance needs.
M Burns
Excellent service. Went above and beyond to find us insurance that met our needs. Would highly recommend.
Sandy S
Very good company. I've been with them for 15 years . They always on top of thing's and they have the best customer service.
H Hamza
I work with Mike Schultz on both a personal and business level and I am very pleased with the personal attention as well as his quick response time. If anyone needs an insurance agent Schultz Insurance Services, I highly recommend.
Cathy G
I've been a long time customer. Couldn't be happier with the service
J Maher
Best insurance company I have ever worked with. They are efficient, professional and very competitive in price. Premium Heating & Cooling.
Premium Heating & Cooling
Schultz Insurance provides top-quality customer service. When we need Certificates, Bonds and/or Special Coverages they are quick to respond, which in turn keeps our customers happy.
Markgraf Heating and Air -Long Grove
I own a business for 12 years and from my first day on I'm dealing with Mike Schultz for all my business & health insurance, He is very knowledge about his work and he always found a great - but most important for me is he is always available when I need him.
Mike M
Schultz Insurance always provides excellent service. They are professional and quick to respond to our changing insurance needs. They are committed to knowing their customers and finding the best insurance coverage to fit their situation.
M. Small
We've worked with Mike for many years. He has always done great work. Always professional and provides excellent service.
S Sundquist
When we have questions, concerns or need service Schultz Insurance has always been there for us.
Austrian Bakery