BGL Financial, LLC BBB Business Review
Retirement 

What are some of your options?

Annuities;  
  • Offer a great way to save for retirement. Insure your retirement, reduce financial stress! See the Annuity page for more information.

Life Insurance;
  • A properly structured life insurance policy can also offer another great alternative to help fund your retirement. Let us show you  the right way to structure your Life Insurance policy!

IRA (Individual Retirement Account);
  • An account to shelter your retirement money in to help you save on taxes. It can be tax deductible depending on your   income and or whether you have an employee sponsored plan.  The earnings are tax deferred until retirement age. There are limits on contributions and other requirements you will need to   be aware of as well. 

Roth IRA​;
  • The biggest difference between the Traditional IRA and the Roth   is taxes. You do not get a tax deduction, but all of the earning at retirement age can be withdrawn tax free. There are limits on contributions and other requirements you will need to be aware of as well.

401k;
  • An employer sponsored retirement program that allows you to contribute pre-taxed money that grows tax deferred until retirement age. There are limits on contributions and other requirements you will need to be aware of as well.
  • Is this the best place for your retirement money? Please review some of the video's below and see what you think. 

When you change jobs or retire (and maybe before, if allowed), should you rollover your 401k to an IRA​? YES!
     Here are 3 reasons why;
  • You will have more control over your funds and where you decide to invest them
  • Fees will probably be less!
  • Reducing fees and loss can make a BIG difference to your retirement account. With reduced fees this will leave more money to compound over the years. Listen to the videos below to learn more about fees.

Contact us today if you'd be interested in learning more about other alternatives for your retirement money or if you'd like to rollover your 401k to an IRA.

Protect against the possibility of outliving your retirement income with an Index Annuity and adding a Guaranteed Lifetime Income rider.
To view the video's in full scree, clink in the bottom right corner. Hit ESC to return.
To view the video's in full scree, clink in the bottom right corner. Hit ESC to return.