Retirement Planning

People who are nearing retirement face a number of challenges including uncertainty about the future of Social Security. There are several tax advantaged retirement plans that allow investors to save for retirement. At Wall Street Alliance Group we collaborate with tax advisors and third party administrators to determine which plan best suits each client’s specific needs.

Following are some of the retirement plans that investors can take advantage of:

  • Defined Benefit Plan
  • Defined Contribution Plan
  • 401k
  • Profit sharing plan
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 412i
  • 403b
  • Keogh Plan

All of the retirement plans listed herein may not be offered by your employer.  Please consult with your Human Resource Department to see what plans are offered to you.