Retirement Planning

Planning is important. For investors who would like a more in-depth approach to selecting investments, Carty & Company offers financial planning. Saving for retirement, and managing income once you retire, are two important aspects of personal financial management. Once you retire, the way you manage your income can mean the difference between living comfortably in retirement and running short of money down the road. Whether you are in retirement or still saving for it, there are actions you can take now to manage retirement income.  When it comes to saving, tax-advantaged options such as a 401(k) or IRA can be smart choices. In addition to potential tax benefits, there is an opportunity for your savings to compound over time. Life Insurance, annuities, long term care, and health insurance provide for the protection your family and you need and may help to reduce your taxes. 

Employers looking for a Sep-IRA, 401K, or 403B plan, we can provide these as well. Because we carry a full range of investment products, we can help put your plan into action.

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