249 Broad Street Montoursville, PA 17754

Investments in Lycoming County, PA

Call Kent A. Bennett & Associates Inc

Make Quality Investments for the Future in Lycoming County, PA

Are you looking for investments in Lycoming County, PA? If so, give the team at Kent A. Bennett & Associates Inc a call. “Safety First” is our mindset when dealing with our retirement, savings, and income products. No client of ours has ever seen lost money due to market performance. We can ensure you a reasonable rate of return whether or not the market performs in your favor. Call us today at (570) 327-1006 to speak with one of our specialists about innovative investment opportunities. We work with IRAs, 401(K)s, and pension rollovers.

A Fulfilling Retirement Starts With an IRA

When planning your retirement, you may choose to enroll in an IRA. An IRA is an account from a financial institution allowing workers to save for retirement. This may occur with tax-free growth or on a tax-deferred basis. You may find that your place of employment offers IRA enrollment. There are three types of IRAs, each with their own benefits: 

Traditional IRA– You make contributions with money you may be able to deduct on your tax return. Any earnings can potentially grow tax-deferred until you withdraw them in retirement. After retirement, you may be in a lower tax bracket than before, so the money may be taxed at a lower rate.

Roth IRA– With a Roth IRA, you make contributions with money that you have already paid taxes on. Depending on the conditions, your money may potentially grow tax-free with tax-free withdrawals in retirement.

Rollover IRA– Is another type of traditional IRA. You contribute money “rolled over” from a qualified retirement plan into this IRA. Eligible assets should be from employer-sponsored retirement plans, like a 401(k) or 403(b), into an IRA. 

You deserve a fulfilling retirement, and Kent A. Bennett & Associates Inc is here to make that dream a reality. Everyone has different priorities when it comes to retirement. The right approach for you should not only fit but feel sustainable in the long run. Wherever you are in your retirement journey, preparation is vital. We offer tools and guidance to ensure that you feel comfortable with a plan that keeps your priorities at the forefront. Give us a call today and speak with one of our specialists about a plan that works for you.

Make The Most Of Your 401(k) With Kent A. Bennett & Associates Inc

To maximize your 401(k), you will need to understand the types of investments offered and which are best suited for you. Your employer’s 401(k) can help accelerate your retirement dreams. Our experience of working with a multitude of providers can be an invaluable asset to getting your 401(k) done right. We offer a wide variety of portfolio options to help you reach your goals. 

Give us a call today during regular business hours and speak to one of our knowledgeable staff members. 

Understand The IRS Rules for a Pension Rollover in PA

Generally, once a lump-sum distribution is official, you will want to complete a rollover within 60 days. It is vital to follow IRS publication 575 should you decide to rollover your pension balance. The rules for rolling over pension plan balances are essential to follow to avoid incurring unnecessary taxes.
Here at Kent A. Bennett & Associates Inc in Lycoming County, we have experience working with a variety of carriers. Give us a call today to see how our specialists can help you properly roll over your pension.

Choose Kent A. Bennett & Associates Inc for Your Investment Strategies

For the proper investment and insurance solutions, contact the team at Kent A. Bennett & Associates Inc. Investments require adequate planning and execution, and our team of experts has the experience to do that correctly. 

Call us during regular business hours and ask to speak to one of our specialists about our investment services. You can also reach us through our Facebook page. Visit our news and events page to stay up to date with our company happenings.

Visit Kent A. Bennett & Associates Inc when you need investments in Lycoming County, PA.