Retirement Planning

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Steve Shorr Insurance
Retirement Planning

IRA


Video Steve Shorr, President,
CPCU, REBC, RHU

Established   1981


Retirement Planning
401 K
Annuities
Educational IRA
FAQ's
IRA
Seniors
S E P
T S A
Calculators
Site Map
 

 


IRA FAQ's
 
An IRA (Individual Retirement Account)  allows you to save for Retirement - Tax Deferred.   We generally fund them with Annuities  It's like a bank account, but with an Insurance Company and it can give you a GUARANTEED income for life. ( irs.gov/p590

Annuity Proposal

Steve on Retirement

Retirement Income Estimator

 
The most that can be contributed to your traditional IRA generally is the smaller of the following amounts:

• $4,000 ($5,000 if you are age 50 or older), or

• Your taxable compensation (defined earlier)

 

Here's more information from IRS Publication 590
 
Deductions if you are covered by an Employer Pension Plan
IRA Deductions
 

Table I-2. How Are a Traditional IRA and a Roth IRA Different?

See Page 5 IRS Pamphlet 590

 

 
 
 
Allianz Index Annuity
 

 

Click here for Official IRS Pamphlet on Business Retirement Options # 3998
 
Annuities Frequently Asked Questions
 
Met Life IRA FAQ's

If you ever worked for a company or put money into a plan, but do not remember where it is, etc. try these ideas to locate your missing retirement funds.

Annuity Proposal

 

 

401 K Annuities Educational IRA FAQ's IRA Seniors S E P T S A Calculators Site Map

 

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