Retirement savings planning
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Strategies designed for you
- Personalized retirement Income planning
- Traditional & Roth IRAs
- SEP & Keogh Plans
- Fixed & Variable Annuities
- 401(k) transition assistance
- 401(k) distribution education
- 401(k) rollover education and services
- Coordination of Social Security & Medicare benefits
Your tomorrow, today
Having a strategy for your future is just as important as living in the present. Most Americans have not saved enough for retirement but we can help fix that.
Webster Investments planning advice & strategies
Life insurance: is it missing from your plan?
Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members in the event of your untimely death. Sadly, many Americans have no life insurance coverage…
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…
Strategies for managing retirement assets in the event of a layoff
Layoffs are a fact of corporate life as companies grapple with economic cycles and global competition. If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you generally have three options for your…