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Today almost everyone will be
responsible for their own retirement. Few people stay with
the same company until retirement. Most major employers are
eliminating the traditional pension plan which guaranteed
the employee a defined retirement income.
In response Congress has created a bewildering variety
of retirement plans, with differing structures, advantages
and disadvantages. Whether you are changing jobs and need to
roll over your firm employee’s benefits, or establishing a
new retirement plan, we can explain your choices and help
you choose the most suitable plan for your purposes.
Once you have established the appropriate retirement
plan, what are the best long-term investments which are
suitable in your situation. We currently advise individuals
holding over $40 million in retirement plan assets. Thus, we
are experienced in helping many people plan a secure
retirement. |
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