Retirement

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.

Read our Five Essential Steps on The Road to Retirement

Establishing your retirement plan with Simon Financial Group, a representative of Lincoln Financial Advisors, means total investment flexibility. You have the ability to select and then reposition your portfolio holdings to satisfy ever-changing personal and economic conditions. Our selection of self-directed retirement accounts includes:

Traditional IRA - An account established and funded by individual contributions or an individual retirement plan transferred from another financial institution.
Rollover IRA - A retirement account funded by distributions received from an employer's qualified pension or profit-sharing plan upon termination of employment.
SEP-IRA - A retirement account established and funded by employer contributions.

Simon Says® start now!

The longer you wait to create a retirement plan, the more likely it will impact your future financial situation. Contact us to set up a convenient, no-obligation virtual appointment.