Retirement Planning

A strategic retirement plan, executed smartly, can provide you with enough money to potentially cover most of your later-year living expenses. 

If you're looking for retirement guidance, we can help you set goals for both pre- and post-retirement, direct investments* to their most logical place, and collaborate on complex financial scenarios.

What We Can Help With

- Traditional & Roth IRA*

- Business SIMPLE IRA*

- Annuities

- Mutual funds*

Retirement Rollover

Do you have an old 401-K or 403-B? Need help rolling over your retirement plan from your previous employer? We can make that transition easy on you.

We know planning your retirement can be an exciting process, but also overwhelming. The first step is making a quick call.

Beginning 1/1/15, an IRA participant is allowed only one indirect rollover in any 12-month period across all IRAs that he or she owns. An indirect rollover is a participant-initiated distribution in which the participant receives the proceeds and subsequently rolls those proceeds into another (or the same) IRA within 60 days. Individuals can continue to make unlimited trustee-to-trustee transfers (transfers directly between IRAs) as well as unlimited conversions from traditional IRAs to Roth IRAs. Clients should consult their tax advisor prior to affecting a rollover.

For more information on Retirement Planning, click the link below:

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