At Oladipo Wealth Management, our broad range of retirement products and services can help you achieve a comfortable retirement.
Whether retirement is a lifetime away or right around the corner, we’re here to help you determine where you should be on the road toward reaching your retirement goals.
There are many different ways to think about retirement, and your dreams may not appear on anyone’s bucket list but your own. No matter how you envision retirement, having the freedom to live life your way will depend, at least in part, on having a secure source of reliable income.
Tax Advantage | Investment Flexibility
With an IRA, you’re able to save for retirement with tax advantages. Compared to a 401(k), which you usually invest in through payroll contributions at your employer, an IRA is opened by an individual through a financial services provider, such as an investment firm or bank. IRAs allow you to choose among investment options like mutual funds, individual securities, and annuities. There are two common types of IRAs: traditional and Roth; each have different eligibility requirements, contribution limits, and tax benefits.
1 There is no additional tax-deferral provided when an annuity contract is used to fund a tax-qualified retirement plan. Investors should only buy an annuity contract for the annuity’s additional features, such as lifetime income payments, living benefits and/or death benefit protection.
2 Guarantees are based on the claims-paying ability of the issuing company