Investment Services


IRAs provide a great way to build retirement savings.  We offer access to both traditional and Roth IRAs.

Whether you are just beginning to save for retirement or you already have a retirement plan in place — an Individual Retirement Account (IRA) can be a smart and easy way to save as part of your overall retirement plan.

IRAs combine two powerful forces — compounded interest and tax-deferred interest — and are available in a variety of forms:

Withdrawals from the account may be tax free, as long as they are considered qualified.  Limitations and restrictions may apply.  Withdrawals prior to age 59 may results in a 10% IRS penalty tax.  Future tax laws can change at anytime and may impact the benefits of Roth IRAs.  Their tax treatment may change.

Consult your tax advisor for information on tax implications of IRAs.

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. The investment products sold through LPL Financial are not insured Middleburg Bank deposits and are not FDIC insured. These products are not obligations of the Middleburg Bank and are not endorsed, recommended or guaranteed by Middleburg Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states ( AL, AZ, CA, CO, CT, DC, ID, FL, GA, IA, IN, KY,MA, MD, MN, NJ, NY, NC, OK, OR, PA, SC, TN, TX, VA, WA, WV).

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