Investments in Lycoming County, PA
Call Kent A. Bennett & Associates Inc
Make Quality Investments for the Future in Lycoming County, PA
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
Choose Kent A. Bennett & Associates Inc for Your Investment Strategies
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.