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Retirement Planning

There are a wide variety of accounts that are designed specifically for meeting retirement income needs. These plans may be offered by an employer or you may need to establish plans on your own. Traditional retirement vehicles carry tax incentives as well. Each account has specific rules for contributions and restrictions associated with distributions. Common accounts include:

  • Roth IRA
  • Traditional/Rollover IRA
  • 401k
  • 403b
  • 401a
  • 457
  • Profit Share
  • SEP IRA
  • Simple IRA
  • Pension Plans
  • Inherited IRA

Advisors at Finity Group can help you understand and best utilize the plans available through your employer, or establish a plan for your practice or small business. Our advisors can also help navigate the decision to rollover or transfer retirement accounts. If you would like to discuss establishing an account or review your current portfolio, please fill out the information below and one of our financial advisors will get in touch with you.


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