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Retirement

Retirement

Retirement

Retirement goals are as unique as the person defining them. Focus Financial is experienced in working with people like you to develop a unique and realistic retirement savings strategy to plan for a comfortable living during retirement.

We offer a number of retirement solutions including Roth IRAs, IRAs, as well as 403(b) and 457(b) employer-sponsored retirement plans.

Let's determine which retirement solution is appropriate for you. Call us today to schedule an appointment.

Retirement Plans

403(b)

403(b)

A 403(b) plan is an employee-sponsored, voluntary retirement savings plan. Only employees of public educational organizations and certain nonprofits are eligible. Click "Learn More" to see if this plan is suitable for you.

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457(b)

457(b)

A 457(b) plan is a voluntary retirement savings plan. The plan allows you to defer compensation on a pretax basis through regular payroll deductions. Learn more to see if this plan fits your retirement needs.

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Roth 457(b)

Roth 457(b)

A Roth 457(b) plan is a voluntary retirement plan. The Internal Revenue Service allows employees of school districts, local governments, and tax-exempt organizations to take part in a Roth 457(b) plan. See if this plan is suitable for you.

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Simple IRA

Simple IRA

Individual Retirement Accounts, or IRAs, can be a useful too that can help you build your finances, prepare for a better retirement, and get savings at tax time. Click on "Learn More" to read more about Simple IRA plans and when you should start investing.

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Roth IRA

Roth IRA

A Roth IRA is a retirement savings account. It allows your money to grow tax-deferred and to withdraw it tax-free at retirement if you meet certain conditions. Click on "Learn More" to see if this fits your retirement plans.

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Traditional IRA

Traditional IRA

A traditional IRA is a tax-deferred retirement savings account. You make after-tax contributions. Later you pay taxes on only your dividends, interest gains, or capital gains when you make withdrawals in retirement. See if this plan is suitable for you.

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Reach out to us for more information. it is our pleasure to speak with you.

garrett@myfocusteam.com   |   918.266.2787

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