ANNUITIES
Not too many people are concerned about retirement planning, but at EZ Online Service, we educate our clients about the importance of Retirement and Financial planning.
COMPANY 401K
A 401(k) plan is generally a company-sponsored retirement account where the employees contribute their income to, while employers may match contributions.
DEFINED BENEFIT & CASH PLAN
Employer-funded plans are governed by Internal Revenue Service. Section 401(a) of the Internal Revenue code provides a guaranteed retirement benefit per year, generally paid in the form of annuity payments after retirement.
INDIVIDUAL RETIREMENT ACCOUNT
An individual retirement account (IRA) is a savings account that an individual can open to save and invest in the long term along with significant tax advantages.
ROTH IRA
In Roth IRA you pay income taxes on the income before contributing it. However, a Roth IRA provides you with tax-free income when you retire.
529 COLLEGE PLAN
A 529 plan is an investment account that you can use to save for college at the same time your savings will have a minimal impact on financial aid eligibility.
PORTFOLIO MANAGEMENT
Portfolio Management for Retirement is all about ensuring that your retirement savings generate enough income for your requirements during retirement.
TAX AND FINANCIAL PLANNING
Retirement planning could appear like a daunting task but it is something that one must put enough thought, plan, and action to.
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