Products
TAX SHELTERED ANNUITIES
As an employee of a school, religious organization, hospital or Section 501(c)(3) nonprofit organization, you have a unique opportunity to regularly set aside money for your retirement by funding a tax-sheltered investment. Your account is easy to establish and the rewards can be substantial. Because it is a tax-sheltered account (TSA) … READ MORE >>
IRAs
TRADITIONAL / ROLLOVER IRA
• An IRA can be established by most individuals below age 70 1/2 who have earned income, and they can contribute up to $6,500 ($7,500 if you are age 50 or older) per year in 2023 into an IRA if the earned income is at least equal to the amount contributed. All, some or none of that $6,500…
College Planning
A college education offers a lifetime of expanded knowledge, friendships, interests – and can help make dreams become a reality. The rising cost of learning can put these dreams in jeopardy.That’s where a 529 college savings plan can help! Designed to help families meet higher-education and K-12 education expenses for any accredited …
Asset Management
Asset allocation means deciding how much money to place in different types of investments, referred to as “asset classes,” at any given time. These could include stocks and bonds – both domestic and international – as well as cash equivalents such as money market funds. Asset classes are further broken down by market capitalization (company size based on annual revenues) such as large … READ MORE >>