Retirement

Let's face it. Every day you are getting closer to retirement age, but are you getting closer to having the assets that you need to be comfortable during that period?

Saving for retirement is not an easy task. That is where we can come in. We can help you first understand what you can expect from your Social Security benefits as well as the other benefits provided by your current participation in IRA's, KEOGH's and other pension benefit programs.

We can also help you determine from the myriad of options available the most effective alternatives that will help you prepare for the golden years. As a matter of fact, we pride ourselves in putting together a specific plan of action, that can keep you from falling short when it is time for you to live off of your life's work.

Below are some of the options that might be available in your retirement strategy, including:

  • Ira's
  • Roth IRA
  • Educational IRA
  • Ira SIMPLE
  • Sep-IRA
  • Sar-Sep Ira
  • 403B/TSA Plans
  • 401K Plans
  • Simplified 401K Plans
  • Age Weighted Profit Sharing Plans
  • Money Purchase Plans
  • 457 Plans
  • Profit Sharing Plans
  • SUNY Employee Plans
  • IRA rollovers
  • 403B/TSA Plan Rollovers
  • 401K Plan Rollovers
  • 457 Plan Rollovers
  • Systematic Investment Plans