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<strong>Live the Retirement Lifestyle You've Been Working For</strong>

Live the Retirement Lifestyle You've Been Working For

Every financial decision you make will impact how you live during your retirement years. We have the experience to help you develop a comprehensive strategy and will work with you over the years to make sure that plan evolves as needed.

There are a lot of terms used in retirement planning that may be unfamiliar to some. Here is a brief overview of some common terms:

  • Tax-deferred savings plans: These accounts allow you to save for retirement on a pre-tax basis and pay taxes when the funds are withdrawn. Examples include traditional IRAs and 401(k)s.
  • Taxable savings plans: These accounts allow you to save for retirement after paying taxes on the money invested. Examples include Roth IRAs and brokerage accounts.
  • Social security benefits: Monthly payments made to individuals who have worked and paid into the system. The amount received each month depends on your earnings history.
  • Pension plans: Employer-sponsored retirement plans that provide monthly payments to retirees.
  • Annuities: These contracts allow you to invest in a fund and receive periodic payments for a specified period.