Take Action for a Better Retirement
It’s never too soon or too late to plan for retirement and it’s easier when you work with the right people.
Our Infinex Financial Services Team places a unique emphasis on building strong relationships, while creating a detailed roadmap to help each client achieve their personal financial goals. Selecting the right mix of investment vehicles that can maximize the benefits of your plan, as well as periodic reviews to make sure that your plan is still meeting your needs, is the key to a meaningful financial partnership. 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. Maximum contributions each year are determined by your taxable compensation and they 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 a SEP IRA for all qualified employees.
- Tax Deferred Annuities - If you have taken full advantage of the tax benefits of a Traditional and/or ROTH IRAs, then 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 401(k), 403(b) or 457 Plan balances in your previous employer’s plan, then it's a good idea to have those investments reviewed by our Infinex Financial Services Team. We can help you select the appropriate rollover 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.