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Retirement Planning
We spend our entire lives working hard to earn a living. Being able to retire with peace of mind is a dream
everyone shares. At Estate Assurance, we help our clients catch their dreams.
Individual Retirement Accounts (IRA)*
Unlike a 401k, which are provided by your employer, IRA’s are typically self opened and self funded. IRA’s can, under the correct circumstances, provide valuable tax benefits. Before making a decision on your own, talk to our team of specially trained consultants that can help you make the best choices on how to grow your retirement.
Rollovers*
When changing employers, one of the common oversights is leaving your retirement behind. By not taking ownership and action you could be faced with unnecessary fees, charges, tax penalties, and missed opportunities.
401k
(401ks that contain a security component such as a mutual fund or variable annuity will be supervised by World Capital Brokerage, Inc.)
Th most common type of employer-provided retirement plan is the 401k. Many employers will match a percentage of what you are depositing into your plan from each of your paychecks. Many life changes can effect the status of your 410k. Before you retire, change employers, or reach a certain age be sure to discuss all of your options with one of our consultants.
403B
(403B that contain a security component such as a mutual fund or variable annuity will be supervised by World Capital Brokerage Inc.)
If you are an employer of a public school or tax exempt organization, you will be able to take advantage of a tax shelter annuity (TSA).
Required Minimum Distributions*
Depending on what retirement account you have set up, you may be required to begin taking minimum distributions at a certain age. Let our advisors help you explore all of your options before you make any decisions on what to do with your required minimum distributions.
Contact:
- 1300 Ligonier Street
Latrobe, PA 15650 - Phone: 724-532-1884
- Fax: 724-532-1486
- Email:[email protected]
- SWilkinsGlenn@ WorldCapitalBrokerage.com (for securities only)
Office Hours:
- Mon – Tue: 9 am – 6:30 pm
- Wed – Thurs: 9 am – 5 pm
- Fri: 9 am – 12 pm (noon)
- Other hours available by appointment
Planning:
- *Retirement Planning
- *Investments
- Wills, Trusts, and Estates
- Taxes & Accounting
Insurance:
- Life, Auto, Home
- Business & Commercial
- ACA & Medicare
- Health & Long Term Care