Retirement

Planning

Do you really know all you need to consider to retire well?

Retirement may be the end of your working years, but it is the beginning to the most important years in your life. Many people look at retirement on a day-to-day basis. It is important to realize that many will most likely spend 15-30 years or more in the retirement phase of their life. Wouldn’t you like to know that you are on the right track to make this happen?

We focus in a variety of retirement planning including:

 

EDUCATORS

  • 403(b)/Roth 403(b) Plans

  • 457(b)/Roth 457(b) Plans

  • Pension Benefit Calculations 

  • Mutual Funds

  • Annuities

 

BUSINESSES

  • 401(k) Plans

  • SEP IRAs

  • SIMPLE IRAs

  • Deferred Comp.

  • Business Continuation Planning

 

INDIVIDUALS

  • Traditional IRAs

  • Roth IRAs

  • Rollover IRAs

  • Mutuals Funds

  • Annuities

Children in Science Class