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IRA's, Roths & Qualified Plans

Individual Retirement Accounts (IRAs), Roth IRAs, and Qualified Plans (through your employer) can help you have a more comfortable retirement than just relying only on Social Security.  IRAs allow you to defer taxes while Roth IRA and 401ks allow you to avoid taxes completely.  Contributing to a plan offered by your employer can also help you grow your retirement nest egg with tax benefits and may even have matching contributions.  Each has rules regarding eligibility and withdrawals, and our resources can help you learn how you can maximize your retirement savings. 

Helpful Links

Everything about Required Minimum Distributions

We are providing these links to third party sites for informational purposes only. We make no representation to the completeness or accuracy provided by eternal sites. Information has been obtained from sources we believe to be reliable, but accuracy and completeness cannot be guaranteed.

Prism Planning and Solutions Group does not provide legal, tax or accounting advice. Information provided may be from third parties. We do our best to ensure all information is accurate and current but cannot guarantee it. We are happy to share information with all, but only provide advice when there is an agreement to do so in place. Please consult your own legal, tax or accounting professional before acting on any information provided.

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