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Prepare to Live the Life You’re Dreaming About
When you think about retirement, do you feel uneasy or unprepared? You’re not alone. Worrying about outliving retirement funds is one of the most common fears of American adults.
Fortunately, you have a local financial partner who has the expertise to help you be prepared for retirement. We offer a variety of retirement accounts for both individuals and business owners. But more importantly, our experience helps us guide you through the right decisions.
How We Help You Save for Retirement
We offer several different ways to help you save money for retirement:
- Traditional IRAs
- Roth IRAs
- Coverdell Savings Accounts (formerly Education IRAs)
Each of these types has its own benefits and tax advantages, which should be discussed with your tax advisor. Once you’ve gone through your options, we can set up your account with you at any of our offices.
See How Much You’ll Need to Retire
Qualified Retirement Plans
These types of retirement plans offer benefits for both businesses and their employees. These plans are self-directed, meaning you, as the business owner, would have the ability to choose which investments to make.
- Profit Sharing Plans
- Simple Plans
- SEP Plans
It is crucial that you enlist the services of a qualified tax professional, as rules and laws surrounding these types of retirement accounts continuously change.
NOTE: Stocks, bonds and mutual funds:
- Are Non-deposit investments
- Are NOT FDIC Insured
- Have No Bank Guarantee
- May Lose Value including possible loss of principal