Retirement Planning

Retirement Services We Manage:

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

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
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
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.

Benefits of Retirement Planning:
- Knowing The Amount of Money Needed To Retire
- A Level Of Financial Peace
- Possible Tax Benefits
- Able To Retire On Your Own Terms
- Can Help You Plan For Your Future
- Leave Behind Your Legacy
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?
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

Is a SEP-IRA Right for Your Business?

Choices for Your 401(k) at a Former Employer
