Retirement Strategies
Your financial professional will help you develop a personalized retirement strategy. The process starts with a no-obligation review of your current financial situation, which helps to develop a personalized strategy to meet your needs and goals. You have access to a number of retirement savings and investment options to help you achieve those goals.
Here are some of them:
- Simplified Employee Pension (SEP) plans with access to separate accounts through leading companies
- Rollovers from an IRA/401(k) or other qualified tax-deferred savings plan
- Annuities
- Owner-Only 401(k), a 401(k) – type plan for sales professionals – SEP and 401(k) contributions can be deducted automatically from your commission checks.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing in the fund, contract, and/or underlying portfolios. The prospectus of the fund, contract, and/or underlying portfolios contains information relating to investment objectives, risks, charges, and expenses, as well as other important information. Contact your financial professional for the prospectuses. You should read the prospectuses carefully before investing.
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