Retirement
Strategies
Individual Retirement Strategies
As individuals in this new economy, we can no longer rely on a company
pension to meet all our retirement income needs. We must establish
and monitor our own retirement goals. Based on your goals you will
probably need to create assets beyond your employment based plans
to make sure you meet your goals. With most of us changing employers
several time throughout our working years, keeping track and keeping
control of our retirement assets including 401k assets is absolutely
necessary to a successful retirement.
The challenge...
The challenge is to determine what our needs will be and which plans
provide the most beneficial way to build assets.
... And the choices
Our agency offers a variety of plans using fixed insurance products
to structure a retirement program to fit your needs, including:
- Traditional IRA's
- Roth IRA's
- 401k rollover IRA's
- Profit Sharing Plans
- Money Purchase Plans
- Tax deferred Retirement Annuities
- 403(b) plans
An opportunity
If you do not have a retirement plan, or even if you do have an existing
plan, you need to review the new plans created by recent tax law changes.
Retirement plans are more flexible and appealing than ever before,
and there are numerous plan designs to choose from. But how do you
know which type of plan to choose? Allow us to give you a free look
at the innovative retirement plans available today. You have retirement
goals -- let us help you achieve them.
Each individual has a unique set of needs and considerations.
We take into account such issues as estate planning, current income,
family business succession, and transfer of wealth to the next generation.
Together with your CPA and other financial advisors, we can customize
a retirement program to maximize the tax advantages available to you.
The next step
Schedule a time to meet and complete a confidential census and discuss
your personal goals. Your goals may include creating a new tax deduction,
increasing your current deduction, or examining new innovative retirement
plans.
The important thing is to take that next step!
American National Insurance
Company, Galveston, TX
American National Property and Casualty Company,
Springfield, MO
These
brief descriptions of coverages available are for illustrative purposes
only, and are not intended as a statement of contract. For actual terms
and conditions of coverage provided, refer to your insurance policy,
or, for more information about coverage options and availability, talk
to your American National agent. All products, coverages, and options
are not available in all states, and eligibility guidelines apply. American
National Family of Companies reserves the right to discontinue programs
at any time.
This
site may have links to other sites, which are not maintained by American
National Insurance Company, it's subsidiaries or affiliates. Such links
do not imply endorsement or approval of these sites or the content therein
by American National, its subsidiaries or affiliates.
