Retirement Planning Starts HereRetirement can mean different things to different people, and we understand that your goals are unique. Often times, the difference between succeeding or failing to achieve those goals is the result of an accumulation of small decisions made along the way. To make the right choices when faced with those decisions, it helps to have a plan in place.
Crafting a good retirement plan requires clearly defined goals, an honest assessment of where you are financially and the willingness to focus on the long term. Wealth Management by CommunityAmerica will work with you wherever you are on your journey to consider your dreams, evaluate your current financial situation and provide perspective to help make decisions for the future. Whether you’re just starting to save, nearing that retirement party or dealing with any of the transitional moments along the way, our Wealth Advisors are here to help you reach your goals.
With a number of savings options available, such as IRAs and annuities, we can work with you to develop a plan that allows you to accumulate, enjoy and, eventually, share what you worked so hard to build.
To Decide Which Option Is Best, Ask Yourself:Do you expect to be in a similar tax bracket as where you are now when you withdraw funds? If so, a Traditional IRA may be your best option. You’ll save money in the near term and receive immediate tax benefits. If you expect to be in a higher tax bracket when withdrawing funds, a Roth IRA may be a better choice for you. Your contributions will come from after-tax dollars, so you won’t pay any taxes when it’s time to withdraw.
Ready to open an account? Give us a call at 913.905.3600 or request an appointment with a Wealth Advisor.
For specific tax advice, please consult a qualified tax professional.
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Prepare for your financial “now” and your financial future.Everyone’s financial goals are unique. We’re here to help you reach yours. Our Wealth Advisors can guide your short- and long-term plans to achieve financial peace of mind.
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Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Investment and insurance products, including annuities:
Are Not Deposits
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