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 take care of all the details and actions needed to transfer your hard earned retirement assets into a personal tax sheltered account.
Employer Retirement Plans
Retirement Plans for Self-Employed Individuals
"We can help individuals set up and maintain highly advantageous plans"
"Save from $250 to $49,000 per year, fully tax deductible!"
Retirement Plans for Companies
"We can help determine the best type of plan for your company, help select the administration for the plan and provide ongoing support and employee education"
Retirement Planning for Teachers
"With over twenty 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.
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