Take Action for a Better Retirement
It’s always the right time to plan for retirement and it’s easier when you work with the right people.
Our Infinex Investments Team is focused on building strong relationships, while creating a detailed roadmap to help each client achieve their personal financial goals.
We will work with you to select a mix of investment vehicles that can maximize the benefits of your plan. As your life changes, your plan should too. So, we'll regularly review recent life events, new goals and changes to income stream to ensure the plan is still meeting your needs.
Have you recently changed jobs? Looking to rollover your IRA? If you had a 401(k), 403(b) or 457 Plan balance with your previous employer’s plan, it's a good idea to review those investments with our Infinex Investments Team. We can help you select the appropriate option and assist you with completing the paperwork.
Let's also discuss:
- Traditional IRA – individuals may be able to open and contribute to a Traditional IRA. To do so, you must have taxable compensation and be under age 70 1/2. Annual maximum contributions are determined by your taxable compensation and may be tax deductible on your federal income tax return.
- Roth IRA – qualified contributions to a Roth IRA are dependent upon your taxable compensation and your income tax filing status. Contributions are not tax deductible; however, if you meet certain conditions, withdrawals may be free from federal income tax, including contributions and investment earnings.
- Self-employed Pension Plan (SEP) - allows employers and self-employed individuals to establish a simple business retirement plan. The plan is flexible and allows you to make deductible contributions directly to each qualified employee's SEP IRA.
- Tax Deferred Annuities - If you have taken full advantage of the tax benefits of a Traditional and/or ROTH IRA, tax-deferred annuities may be a good way for you to set aside additional savings to secure your financial future.
Have Questions? Call us 860-572-4040.
We do not provide tax advice. Consult your tax advisor.