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If you work with us for your 403b, Simple IRA, solo-401k, or SEP IRA and want to access your account online, it is likely that you will need to set up new online access to your retirement account. These accounts are no longer accessed through Ivy Investments. Please contact our office if you have any question about these changes.

Online Access Set Up

There have likely been recent changes to your 529 plan! The Ivy InvestEd 529 plan has a new provider. We remain your advising team and are here to answer any questions you may have. For additional details, such as online access or new features, please click the button below.

529 Plan Information

Click the button below to learn more about our transition to LPL:

Learn about the transition

Have you heard about the new payroll tax coming to Washington State W-2 employees?

More Information
Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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