Hi, my name is Timothy Walla, CFP®, and I’m your point of contact for the SmileWell Dental Simple IRA plan. This page is designed as a one-stop-shop to quickly connect you with important plan resources. If you have any questions, please do not hesitate to call me directly at 913.543.3836 or send me an email at tim@wallastreet.com.
The SmileWell Dental Simple IRA plan is held at Fidelity Investments and is managed by Walla Street Wealth Management, Inc.
Here’s a few SmileWell Dental Simple IRA plan highlights:
● Pre-Tax Contributions and Tax-Deferred Growth
● Matching Contributions (up to 3%)
● 100% Vesting Immediately
● Access to 120+ Fidelity Low-Cost Mutual Funds
Already have a SmileWell Dental account? Click here to register for online access.