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Retirement Strategies
As individuals in this new economy, we can no longer
rely on a company pension to meet all our retirement
income needs. We must establish and monitor our own
retirement goals. Based on your goals you will probably
need to create assets beyond your employment based plans
to make sure you meet your goals. With most of us changing
employers several time throughout our working years,
keeping track and keeping control of our retirement
assets including 401k assets is absolutely necessary
to a successful retirement.
The
challenge...
The challenge is to determine what our needs will be
and which plans provide the most beneficial way to build
assets.
...
And the choices
We offer a variety of plans using fixed insurance products
to structure a retirement program to fit your needs,
including:
- Traditional IRA's
- Roth IRA's
- 401k rollover IRA's
- Profit Sharing
Plans
- Money Purchase
Plans
- Tax deferred Retirement
Annuities
- 403(b) plans
An
opportunity
If you do not have a retirement plan, or even if you
do have an existing plan, you need to review the new
plans created by recent tax law changes. Retirement
plans are more flexible and appealing than ever before,
and there are numerous plan designs to choose from.
But how do you know which type of plan to choose? Allow
us to give you a free look at the innovative retirement
plans available today. You have retirement goals --
let us help you achieve them.
Each individual
has a unique set of needs and considerations. We take
into account such issues as estate planning, current
income, family business succession, and transfer of
wealth to the next generation. Together with your CPA
and other financial advisors, we can customize a retirement
program to maximize the tax advantages available to
you.
The
next step
Schedule a time to meet and complete a confidential
census and discuss your personal goals. Your goals may
include creating a new tax deduction, increasing your
current deduction, or examining new innovative retirement
plans.
The
important thing is to take that next step!
Neither
American National nor its agents provide legal or tax
advice. Please consult your attorney or tax advisor
for your specific situation.
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