CLEARCHOICE IRA
YOUR RETIREMENT GOALS WITHIN REACH
A ClearChoice IRA is an Individual Retirement Account (IRA) for individuals transitioning out of a 401(k) plan or individuals interested in opening an IRA with high-quality investment options selected by Clearstead Advisors. The advantage of a ClearChoice IRA is the availability of professionally selected, low-cost investment options that the account holder can choose from. Although the account holder selects the investment managers and allocation, Clearstead will continue to monitor the investment options available in the IRA. The IRA is offered through Matrix Trust Company, a leading provider of retirement services.
NOT A CLEARCHOICE IRA ACCOUNTHOLDER?
Open your account quickly and easily here with our completely paperless, eSignature solution.
WITH CLEARCHOICE IRA, YOU CAN PICK YOUR OWN INVESTMENTS FROM OUR PRE-SCREENED MENU OR UTILIZE ONLINE ADVICE – OFFERED THROUGH REMOTIV – TO SELECT THE INVESTMENT MIX THAT BEST MEETS YOUR UNIQUE SITUATION.
ALREADY OWN A CLEARCHOICE IRA?
Log into your account here to view and manage your documents and investments.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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