father and son father and son

Retirement Planning

Avantax Retirement Plan Services Helping Build Your Retirement Dreams

Your Retirement Planning Should Happen Now

Retirement may seem so far away – until it isn’t. Retirement planning is a critical component of any comprehensive financial plan. There’s no time better than today to define your retirement goals with Avantax Retirement Plan Services℠ team. We make sure to ask you the questions that matter:

  • When do you want to retire?

  • What are your sources of income in retirement?

  • How long will your retirement last?

  • Will you run out of money?

  • We want to make sure you can enjoy your current lifestyle, even after you stop working.

Ready to take a quick retirement planning inventory? It’s never too early – or late – to start. To use our Financial Planning at Any Stage guide and checklist, click here.

What Should Your Retirement Plan Consider?

Preparing for retirement can look different for everyone - Avantax Retirement Plan Services℠ provides a variety of retirement solutions and strategies to help you address your unique retirement goals and time horizons, including:

  • Profit-sharing plans

  • 401(k) plans

  • Customized defined benefit plans

  • 403(b) plan

  • Simple IRA plans

  • Individual 401(k) plans

  • Traditional and Roth IRAs

  • Rollover IRAs

  • Deferred compensation plans

Are you taking advantage of all the services available to you?

  • Personal investment advice and planning

  • One-on-one education meetings

  • Dedicated service team

  • Retirement readiness calculators

  • Online access to account and investment research

  • Tax Saver’s credit consulting

  • Social security consulting

older couple reviewing documents

What Other Financial Elements Should You Think About?

Not quite sure what else you should be looking for? Click to learn more about other Financial Planning and/or Wealth Management options Avantax can help you with. We can assist across a holistic spectrum of your financial needs, and we’ve been inspiring confidence for 40 years.

Define Your Goals

iJoin is an online, goal-oriented, personalized experience to help you maximize your retirement savings path. iJoin answers the most important questions most people have about saving for retirement:

  • How much money will I need in retirement?

  • How do I know if I’m saving enough?

  • How can I close the gap and reach my goal?

iJoin projects your personal retirement savings goal based on information about your age, income, savings, and more, then it makes specific recommendations to help you reach your goals. You can learn more about iJoin in the following videos:

Employees new to the plan

 

Existing participants