Products & Services
Retirement Planning
What’s your dream? How do you envision spending your time when you retire? Will it be that year-long trip to Tuscany you’ve discussed for a lifetime? Finally opening that little teahouse on the lakeshore? Curling up with a library full of good books? Whether your dream is spending time in the garden or exploring our world, now is the time to start planning ahead.
Since 1904, life expectancy in the United States has been steadily increasing. Those of us who are 65 years old today are expected to live on average an additional 20 years...and we all want those years to be as financially comfortable and stable as possible.
Retirement plans are the predominant and best method for people to accumulate savings for retirement. There are numerous types of retirement plans, but all the plans offer some combination of tax advantages and other incentives.
To learn more about available retirement planning options as well as tools and sales concepts to help you grow your retirement planning business, contact your UVEST financial consultant.
Individual Plans
- Traditional IRA
- Roth IRA
- Individual 401(k)
- Individual Defined Benefit
Group Plans
- Small Business
- Simple IRA
- SEP
- Individual 401(k)
- Individual Defined Benefit
- Corporate
- 401(k)
- Profit Sharing
- Defined Benefit
- Government & Public
- 457
- 403(b)
- 403(b) ERISA
Deferred Compensation
- SERP
- Mirror 401(k)
- Executive Bonus
