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Retirement Planning

Client Centered

Retirement Services We Manage:

Traditional IRA

Traditional IRA

A Traditional IRA is a tax-advantaged personal savings plan where contributions may be tax deductible.

Roth IRA

Roth IRA

A Roth IRA is a tax-advantaged personal savings plan where contributions are not deductible but qualified distributions may be tax free.

SEP IRA

SEP IRA

A SEP is a Simplified Employee Pension plan set up by an employer. Contributions are made by the employer directly to an IRA set up for each employee.

401(k) & 403(b) Planning

401(k) & 403(b) Planning

A 401(k) and 403(b) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts.

Why You Should Plan For Retirement

Did You Know?

  • That retirement can last for 30 years or more?
  • You may need up to 80% of your current annual income to retire comfortably?
  • The average monthly benefit paid by the Social Security Administration is $1,200?

Benefits of Retirement Planning:

  • Knowing The Amount of Money Needed To Retire
  • Financial Peace of Mind
  • Possible Tax Benefits
  • Able To Retire On Your Own Terms
  • Can Help You Plan For Your Future
  • Leave Behind Your Legacy

There are many benefits when it comes to retirement planning. By planning in advance, you can dictate how and when you wish to retire with your money. Every plan is different, and that is why it is important to create a plan designated to your own needs. Our advisors are here to help you pursue your retirement goals and help you reach a brighter financial future!

Other Resources

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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