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For Employees

A critical component of any comprehensive financial plan is retirement planning. Your retirement income need is determined by your desired standard of living and the resources you will have available. Avantax Retirement Plan ServicesSM team offers retirement plan reviews to ensure you can enjoy your current lifestyle, even after you stop working. Other retirement planning goals include not having to worry about outliving your assets as well as saving substantially on current taxes. Proper planning can help bring peace of mind knowing your retirement needs are being met. As part of our financial planning process, we can explore:

  • When you might retire
  • Your life expectancy
  • Sources of retirement income
  • Any shortfalls

After our review, you may find your expected income sources will be more than enough to fund even a lengthy retirement. But if it looks like you will come up short, don’t panic. Our team is ready to help determine the best plan for you.

Avantax Retirement Plan Services provides a variety of retirement solutions and strategies to help individuals meet their unique retirement goals and time horizons, including:

  • Profit-sharing plans
  • 401(k) plans
  • Customized defined benefit plans
  • 403(b) plans
  • Simple IRA plans
  • Individual 401(k) plans
  • Traditional and Roth IRAs
  • Rollover IRAs
  • Deferred compensation plans

Furthermore, for individuals who have a retirement account with Avantax Retirement Plan Services, a division of Avantax Planning PartnersSM, we offer:

  • 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