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It’s easy to put off planning for retirement, especially if the event is many years away. However, the earlier you start planning, the longer and more enjoyable your retirement may be. With Dorsey & Company’s comprehensive selection of IRAs, 401(k)s, SEPs and SIMPLE Plans, you have the opportunity to select a plan that can help meet your retirement needs while getting the advantages of investing in stocks, bonds, mutual funds, ETFs, money markets or government securities.
Your Dorsey & Company Financial Advisor can help you choose from these accounts and gain the control you’ll need to adjust your investment selections according to changing economic and market conditions, or changes in your personal situation.
If you are changing jobs, have been severed from employment or are retiring, it is critical to know the options you have for your retirement plan distribution. Our team can assist you in making an informed financial decision to seek to help ensure your retirement security.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.