Individual
Retirement Strategies
As individuals in this new economy, we can no
longer rely on a company pension to meet all
our retirement income needs. We must establish
and monitor our own retirement goals. Based
on your goals you will probably need to create
assets beyond your employment based plans to
make sure you meet your goals. With most of
us changing employers several time throughout
our working years, keeping track and keeping
control of our retirement assets including 401k
assets is absolutely necessary to a successful
retirement.
The challenge...
The challenge is to determine what our needs
will be and which plans provide the most beneficial
way to build assets.
... And the choices
We offer a variety of plans using fixed insurance
products to structure a retirement program to
fit your needs, including:
- Traditional IRA's
- Roth IRA's
- 401k rollover IRA's
- Profit Sharing Plans
- Money Purchase Plans
- Tax deferred Retirement Annuities
- 403(b) plans
An opportunity
If you do not have a retirement plan, or even
if you do have an existing plan, you need to
review the new plans created by recent tax law
changes. Retirement plans are more flexible
and appealing than ever before, and there are
numerous plan designs to choose from. But how
do you know which type of plan to choose? Allow
us to give you a free look at the innovative
retirement plans available today. You have retirement
goals -- let us help you achieve them.
Each individual has
a unique set of needs and considerations. We
take into account such issues as estate planning,
current income, family business succession,
and transfer of wealth to the next generation.
Together with your CPA and other financial advisors,
we can customize a retirement program to maximize
the tax advantages available to you.
The next step
Schedule a time to meet and complete a confidential
census and discuss your personal goals. Your
goals may include creating a new tax deduction,
increasing your current deduction, or examining
new innovative retirement plans.
The important
thing is to take that next step!
Neither American
National nor its agents provide legal or tax
advice. Please consult your attorney or tax
advisor for your specific situation.
