What You Need to Know: AWM&T's 2025 IRA Disclosures

When it comes to your Individual Retirement Account (IRA), taking stock of all available information and making informed decisions is key.  While taking stock of your financial future, we advise that you focus on making this year prosperous and act in ways that secure your retirement for decades to come. AAFMAA Wealth Management & Trust LLC (AWM&T) is pleased to introduce our 2025 AWM&T IRA Disclosures – a comprehensive resource designed to empower you on your financial journey.

What's Inside Our 2025 IRA Disclosures:

Get a detailed look at your IRA accounts, and familiarize yourself with  a wide range of essential information:

• Specifications for Traditional and Roth IRAs
• Annual contribution limit formulas
• Tax-deduction guidelines
• IRA conversion options
• Withdrawal/distribution information
• IRA inheritance/beneficiary considerations

Access Your 2025 IRA Disclosures:

To explore our full 2025 IRA Disclosures and unlock the potential for your financial future, simply click the link below:

Take Charge of Your Financial Future

At AAFMAA Wealth Management & Trust LLC, we are committed to serving the unique financial needs of the military community. Whether you require a complimentary portfolio review, a comprehensive financial plan, assistance with your investment strategy, or trust services, our military wealth management professionals are ready to serve you. Contact us today to set up an appointment with a Relationship Manager who can assess your financial health and customize your personalized action plan.

About Us

Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.

We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection.  At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.