Could An IRA, 401(k), Or Any Other Qualified Plan Be Your Only Retirement Savings Solution?
Absolutely not, here is the problem…
The money in your IRA/401(k) or other qualified plans is not all yours! As much as 40% of it (maybe more) belongs to the government because your invested money is ONLY tax-DEFERRED, not tax-EXEMPT. And you eventually have to pay tax on every dollar in your account even if you leave it all to your family.
When it comes to retirement planning, simply starting is often the hardest part. We can help you find the best retirement planning tools but also the motivation to begin. We can help you determine how much to save and the best way to do so including IRAs, Roth IRAs, 401(k)s, 403(b)s, 457s, and Non-Qualified Plans.
Here is the Solution…
Take some time to get a Retirement Planning Analysis. This will solve two problems (1) determine which retirement investments are the best for you, and (2) how much you need to save to reach your retirement goals.
Contact us at firstname.lastname@example.org to set an appointment or call us at 800-332-8327.