We take the time to understand your particular needs and help address your retirement challenges.

Planning for Your Golden Years

At Webster Investments we understand that having a retirement strategy is an important part of life. That's why we provide tailored investment advice and an independent solutions that can help you plan based on your specific needs.

Watch this short video to learn more about ways to potentially retire with financial security.

 

 

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Saving for Retirement

Planning for retirement has become more complex. Many individuals may have questions about saving for retirement and their plans, from deciding how to preserve their savings and 401K to helping their families plan for the future and protecting their assets.

At Webster Investments we help you address your retirement challenges. Our advisors have in-depth knowledge of the regulatory landscape and help you make informed decisions about your retirement plans, including:

 
  • A Wide Variety of Accumulation Options
  • Personalized Retirement Income Planning
  • Traditional & Roth IRAs
  • SEP & Keogh Plans
  • Fixed & Variable Annuities
  • 401(k) Transition Assistance, 401(k) Distribution Education, 401(k) Rollover Services, 401(k) rollover education 
  • Coordination of Social Security & Medicare Benefits
 

Discover more about potentially safegarding your future with a retirement plan.

Schedule your complimentary, no-obligation initial review with a retirement plan advisor today.

Schedule a Review

Webster Investment Planning Advice & Strategies

Why 90% of Millennials should read this, 100%.

By John Olerio, Director, Senior Vice President, Webster Investments Only ten percent of Millennials1 can sleep easy tonight. They’re the ones who bought enough life insurance to cover the needs they themselves identified. There’s nothing unusual about avoiding a conversation about life insura...

Six Basic Tax Planning Techniques

There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics: Income splitting. Taxes are reduced for the total family unit by shifting income among several family members...

8 Steps for Pre-Retirees to Pursue Retirement Income

Sometimes people get caught up in the numbers so much that they forget why they're saving for retirement. At the beginning of your career, you may not have known what you wanted to do. Now that you've officially joined the ranks of pre-retirees — people who are around five or ten year...

More Strategies

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, RI, NY.

 

The Webster Symbol is a registered trademark in the U.S.