Retirement Planning
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
Get Started Now
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.