The world of retirement planning is on the precipice of a new reality.  The era of retirees being rewarded with a gold watch and lifetime pension after 35 years of work with a company has virtually disappeared. Traditional pension plans, which gained prominence in the 20th century, are rapidly disappearing because of the high costs involved in funding them. Thus, it is important to be aware that you may have less help from your employer and will probably have to rely more on your own savings and investments to fund your retirement.

Talk to us about:

  • Fixed Annuities
  • IRA and 401K Rollovers
  • 1035 Exchanges