Retirement Planning

 If you don't want to work, you have to work to earn enough money so that you won't have to work.

Determine how much money you’ll need to retire and when. Some of the ways you can realistically plan for retirement is by establishing a new or rollover an existing retirement plan, such as  a 401(k), 403(b), 457, Traditional IRA, Roth IRA, SEP IRA, and 412(i).

Key retirement plan considerations are contribution limits, eligibility, and professional money management programs.

MoneyView/Statewide Financial Group will help you develop a plan to get you to retirement, by helping you answer questions like: Should I put money into a retirement plan or pay off my credit cards? Will I be able to live off the income from my retirement plan? What types of investments are available? What investment could deliver more consistent growth? How can I invest conservatively with little or no market risk?

Have you recently changed jobs, been laid off or facing early retirement?  Learn how a rollover to an IRA can let you take control of your financial future.

I want to do Retirement Planning or improve my existing plan