Financial Services
Annuities
Retirement Income is the purpose for a majority of our assets. Different types of annuities can provide lifetime income, with new opportunities for growth before, during, and after the distribution phase. 401K
Assets in a 401(K) or other company sponsored retirement plan are often the main source of income after working. Helping them grow and increasing the likelihood of an income we cannot out live requires planning and review. We encourage annual meetings to update and fine tune based on changing goals and attained ages. Social Security
Determining when in your retirement to begin distributions from Social Security is often a complex determination. We are prepared to assist in asset distribution planning as well as inclusion testing. IRA
Individual Retirement Accounts are used by those without employer sponsored plans AND by those with a substantial account balance in their 401(K). Eventually it is up to the individual to allocate their accumulated funds to a vehicle for lifetime income distribution. A majority of our clients rollover a portion of the 401(K) into an IRA to essentially convert that portion of their 401(K) into a personal pension plan. Deferred Compensation
When tax free retirement distributions are desired, a non-qualified retirement design is often the answer. By incorporating this with your qualified employer plan, we can minimize taxes and maximize lifetime retirement income. Legacy Planning
Do you find yourselves with a desire to help with your grandchild’s future college costs? Increase the amount of your estate for future generations? We have tools that can help preserve your lifestyle now and increase the amount of your family legacy. |
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Securities offered through Innovation Partners LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of IPLLC.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you link.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you link.