Maximizing your retirement plan

Changing jobs or moving into retirement doesn't mean your current retirement plan has to stand still. There are options to explore that can keep growing your savings while being accessible income.

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IRAs and 401(k)s

IRAs and 401(k)s can be important pieces in your personal retirement strategy with opportunities to grow your income. Our financial consultants can help you with a free, no-obligation financial review.

Choose one – choose all

Traditional IRA

Allows you to defer income toward investments on a pre-tax basis which lets any earnings to grow tax-deferred. You can take tax deductions on your contributions but you will pay taxes on this income once you start withdrawing. 

Roth IRA

Lets you make contributions to a retirement plan with after-tax dollars. Your contributions are not tax-deductible and when you start to withdraw funds, your income will be tax-free.

401(k) rollover

This is when you move money from a 401(k) plan with a previous employer into either a 401(k) with a new employer or an IRA (Traditional or Roth) which gives you the opportunity to actively contribute and potentially grow your income.

Disclosures

Securities and insurance offered through LPL or its affiliates are:

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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.

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