retirement planning

Our team of financial planning professionals will design a plan that evaluates your current situation by analyzing your assets, income, and expenditures.

Individual Retirement Account?

Individual retirement accounts (IRAs) are personal retirement savings accounts that offer tax benefits and a range of investment options. Many investors use IRAs as their common source of saving for retirement. We can help you set up a IRA with as little as $25.00 per month (Florida residents only).
Call or make an appointment with one of our financial consultant for more information.

Roth IRA vs. Traditional IRA

No matter what stage of life you're in, it is never too soon to start planning for retirement, as even the small decisions you make today can have a big impact on your future. While you might already be invested in an employer-sponsored plan, an Individual Retirement Account (IRA) allows you to save for your retirement on the side, and also potentially save on taxes. There are different types of IRAs, too, with different rules and benefits. With a Roth IRA, you contribute after-tax dollars, your money grows tax-free, and you can generally make tax- and penalty-free withdrawals after age 59½. With a Traditional IRA, you contribute pre- or after-tax dollars, your money grows tax-deferred, and withdrawals are taxed as current income after age 59½.

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