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Just the Facts
That’s the finding of several recent studies which report that only about one in three Americans are on track to accumulate enough money to continue their current lifestyle when they stop working. If you think your work 401(k), or pension, or Social Security is going to be enough, you might want to reconsider.
Coastal’s wealth management experts can help you prepare for the future by supplementing your other savings efforts with an Individual Retirement Account. They’ll help you decide on a portfolio that fits your comfort level, and will explain the contribution guidelines, tax benefits and other advantages of both Traditional and Roth IRAs. Our advice is to make an appointment with us as soon as possible. It's the first step toward planning your retirement, which will be here sooner than you think.
Please consult your tax advisor for additional tax information.
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