Wealth &
Protection Planning

Retirement Plans

An Individual retirement account (IRA) is an account set up at a financial institution that allows an individual to save for retirement with tax-free growth or on a tax-deferred basis.

Many financial experts estimate that you may need up to 85% of your pre-retirement income in retirement.  An employer-sponsored savings plan, such as a 401(k), might not be enough to accumulate the savings you need.  Fortunately, you can contribute to both a 401(k) and an IRA.

An IRA can help you:
  • Supplement your current savings in your employer-sponsored retirement plan
  • Gain access to a potentially wider range of investment choices than what your employer-sponsored plan may offer
  • Take advantage of potential tax-deferred or tax-free growth

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