Enjoy Your Future
We all plan to retire – someday. Now is the time to start preparing and planning.
If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. The types of investments you chose, along with tax-advantaged strategies, can help your retirement funds last longer. Let us explain the advantages of the different types of retirement plans and pension programs available to you to help you choose the accounts that best fit your needs.
Traditional, Roth, and Spousal Individual Retirement Accounts (IRAs)
Simplified Employee Pension Plans (SEP)
Savings Incentive Match Plan For Employees (SIMPLE)
Tax Sheltered Annuities (TSA) and 403(b) Plans
Non-qualified Deferred Compensation Plans
Estate Planning (Income, Legacy, and Distribution)
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.
Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.