Helping to Plan and Manage Your Financial Future

Retirement Plans

Personal Retirement Savings

Tax Deductible Savings

We can help you set up tax favored savings accounts such as IRA and Roth-IRA accounts.

Rollovers from Employer Retirement Plans

We can help explain and analyze your options regarding your employer based retirement plans.

Employer Retirement Plans

Employer Retirement Plans

"We can help individuals set up and maintain highly advantageous plans"

"Save from $250 to $59,000 per year, fully tax deductible!"

Retirement Plans for Companies

"We can help determine an effective type of plan for your company, help select the administration for the plan and provide ongoing support and employee education"

  • 401(k) Plans
  • Roth 401(k) Plans
  • Safe Harbor Plans
  • Profit Sharing Plans
  • New Comparability Plans
  • Defined Benefit Plans

Retirement Planning for Teachers

"With over thirty years of experience, we can help teachers coordinate their state teacher's pension with a personal 403(b) Tax Sheltered Account."

  • Selection of a 403(b) Provider
  • Massachusetts State Teacher's Pension System
  • Finding the appropriate investment mix for the account
  • Arranging transfer of other 403(b) and IRA accounts into a single consolidated account
  • Helping to arrange for maximum income tax reduction

Public School Teachers enjoy unique advantages for retirement planning that require knowledge of the pension system and the tax code.

We understand the extraordinary benefits that can be provided by the State or County Teachers Retirement System.

We also understand that action taken now, while working, can enhance and improve the potential for future financial security.


Talk To Us Before Selecting Your Retirement Option

Recent changes in the Massachusetts Teacher's Retirement System make Option C a very compelling choice for married teachers. Selecting Option A and providing for a survivor benefit by other means is now more difficult to achieve.

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Daniel J. Galli & Associates are not affiliated.  Additional products and services may be available through Daniel J. Galli or Daniel J. Galli & Associates that are not offered through AIC.

Securities products are limited to residents of CA, CT, FL, GA, IN, MA, MD, ME, MI, MO, NH, NJ, NY, OR, PA, RI, TX, VA, VT and WA

Licensed for insurance sales in MA, RI, NH, WA, and FL.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Daniel J. Galli & Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.

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