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. The expert consultants at BennCo Advisors can 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.

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Securities and Advisory services offered through The Strategic Financial Alliance, Inc.
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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

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Securities and advisory services offered through The Strategic Financial Alliance Inc.

 

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