Menu

Retirement Planning

Eagle Financial Group has Retirement Planning Products that will help secure your future

Retirement security is one of the most critical issues Americans face today, but you do not need to face it alone. Eagle Financial Group has many products to help you plan and prepare for your retirement including: IRAs, 401(k)s, and 403(b)s. We want to help you determine the best strategy to create a sound financial future for you and your family.

IRAs

  • Traditional IRA – The traditional IRA allows you to defer taxes on the earnings on your contributions until they are withdrawn. Also, depending on eligibility, contributions are tax deductible in the tax year for which you make them.
  • Roth IRA – The Roth IRA allows only non-tax deductible contributions and features tax-free withdrawals for certain distributions after a five-year holding period.

401(k)s

  • A qualified plan established by employers to which eligible employees may make salary reduction contributions on a post-tax and/or pretax basis. Employers offering a 401(k) plan may make matching or non-elective contributions to the plan on behalf of eligible employees and may also add a profit-sharing feature to the plan. Earnings accrue on a tax-deferred basis.

403(b)s

  • A retirement investment plan for employees of certain non-profit organizations in which a contributor defers taxation on contributions until after withdrawal. Under a traditional 403(b), a worker places a portion of his/her pre-tax income into a 403(b) account and allows it to be invested. Taxation is deferred until withdrawal from the account, generally after retirement. 403(b)s are employee benefits, and workers must have a sponsoring employer such as a public school or a church in order to take advantage of one. These are the non-profit worker’s equivalent of a 401(k).

If you are ready to start planning your retirement strategy, or would like more information, let Eagle Financial Group thoroughly discuss all of your options and help you find the best solution to secure your future. Contact one of our representatives at (800) 205-7203 today!

Auto Insurance

Learn More

Life Insurance

Learn More

Investments

Learn More