The Middlefield Banking Company

The Middlefield Banking Company


LPL Financial Products & Services


Personal Retirement Plans

With all the current talk about Social Security and long term retirement, the time is right to start considering your plans for retirement. For many tax-efficient Individual Retirement Accounts (IRA) are the smart strategy to this problem especially with the new current tax laws.

LPL Financial offers both Roth and Traditional IRAs. Though often confusing, we can quickly help you select the suitable account for you and get it setup in minutes.

Please consult a tax advisor regarding your specific tax situation.

Which one is suitable for you?

Comparison Chart of Roth and Traditional IRAs

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LPL Financial Consultant
Thomas Hart • 440.632.3444 • 1.888.801.1666 • 
Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured Not Bank Guaranteed May Lose Value Not Insured By Any
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Not A Bank Deposit