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 the 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.

Is Your Retirement On Track?

The Retirement Savings Worksheet will help you develop a plan to prepare for the future of your dreams.

The Lifetime Income Worksheet will help you develop a plan to help you live the life you’ve waited for and worked for all these years.

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

ο Simple IRA

ο SEP

ο Individual 401(k)

ο Individual Defined Benefit

• Corporate

ο 401(k)

ο Profit Sharing

ο Defined Benefit

• Government & Public

ο 457

ο 403(b)

ο 403(b) ERISA

Contact a member of our investment team
 

This site is designed for U.S. residents only. The services within this site are available exclusively through UVEST's U.S. Investment Representatives. UVEST Financial Services Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.