Individual Retirement Planning

Put your retirement dreams on schedule today with a plan that's tailored to your unique needs. Though sometimes the choices can seem overwhelming, planning for a secure future can be easy when you work with the right people. PrimeVest can guide you.

 

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An experienced representative can help you select among several options to achieve a mix that best fits your current financial situation and your goals for the years to come:

  • Stocks, bonds and mutual funds: A PrimeVest Representative will work with you to purchase stocks, U.S. treasuries, mutual funds, brokered CDs and corporate and municipal bonds.
  • Qualified tax-deferred investments: Depending on your tax and employment situation, a qualified tax-deferred investment account might be the answer. We can help you set up Individual Retirement Accounts (IRAs), Simplified Employee Pension Plans (SEPs) and Tax Sheltered Annuities (TSAs).
  • 401(k) and IRA rollovers: Moving your 401(k) or IRA can be daunting. The tax laws are confusing and you may not know the best alternative for your retirement funds. We can help you select the right option and do all the paperwork.
  • Annuities: For some individuals, tax-deferred annuities can be an excellent investment option to fund retirement, maximize current income, or reduce taxes. *10% IRS penalty may apply to withdrawals prior to age 59 1/2* Consult your tax counsel for advice and information concerning your particular circumstances. Neither PrimeVest, nor any of its representatives may give tax advice.




A Trusted Partner - Every Step of the Way

Investment needs and market conditions change. Your PrimeVest representative will be with you every step of the way, providing periodic reviews to ensure that your plans stay on track. This relationship approach is what makes us different from many of our competitors, and is one reason why clients choose us as their trusted financial partner.

 

PrimeVest® Financial Services, Inc. is an independent, registered broker/dealer. Member SIPC/FINRA. Securities and insurance products offered by PrimeVest.

*Not FDIC Insured
*May Go Down in Value
*Not Financial Institution Guaranteed
*Not a Deposit
*Not insured by any Federal Government Agency

For more information on any of our investment products, call us at 888-988-FARM, click here to email us, or locate a branch near you here. PrimeVest Important Information SIPC FINRA.

 
 

 
     

PrimeVest Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided, Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither PrimeVest, nor any of its representatives may give legal or tax advice.