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.

A couple climbing. 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, and hold periodic reviews to ensure the plan is still meeting your needs. Get started today!

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.

Looking to rollover your IRA? If you recently changed jobs and have 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.

Have Questions? Call us 860-572-4040

We do not provide tax advice. Consult your tax advisor.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Reaching Retirement –
Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets so that your retirement savings will last... Continue Reading

Leaving A Legacy

You’ve accumulated some wealth and you’re thinking about retirement. Here’s where estate planning interfaces with retirement planning. Learn about the basics of estate planning.