Personal Retirement Planning

Personal Retirement Planning

For most individuals, retirement planning is done with the ownership of qualified accounts – 401K plans, Regular IRA’s, Rollover IRA’s, Taxable IRA’s, or 403-B Plans. These plans offer the ability to invest capital in a tax deferred or tax free account, so over a long period of time, capital can build up without having to pay taxes each year by waiting until it is required for those liabilities to be paid. Account holders are advised to compare those accounts to a comparable benchmark, usually an index like the S&P 500, Dow Jones, Industrial Average, NASDAQ, or MSCI Index. Other indexes can clearly be used.

If we can be of assistance, please send me an email at


Subscribe to Our Newsletters

Contact Us