Retirement Planning
"What is your plan for retirement?"
Employees and employers alike are attracted to what are known as "qualified plans for three specific reasons...
- Savings are pre-tax!
- The funds can grow tax deferred
- In some cases, retirement fund assets can be loaned to the participant (tax free) and paid back over time.
To many people, their "retirement plan" may be proceeds from sale of a business, or a piece of property, or an inheritance. Bennco Advisors has the expertise to help you maximize the after tax value of your retirement plan:
- Stretch your distributions to the next generations
- Defer capital gains taxes on sales of property resulting in higher retirement income.
Rollovers and 401Ks
If you have a rollover account or are a participant in a company 401K plan, BennCo Advisors can advise you as to asset allocation among the various choices available. These services are available on a fee basis, or included as part of a comprehensive advisory relationship.
Please, review the Client Relationship Summery and learn more about the details and inner workings of the client advisor relationship.
Securities and Advisory services offered through appropriately registered representatives of
The Strategic Financial Alliance, Inc. (SFA), member
FINRA/SIPC. Certain advisory services offered through Bennett & Co. Advisors, Inc., DBA BennCo Advisors, which is otherwise unaffiliated with
SFA.
SFA
and BennCo Advisors do not offer tax or legal advice.