Financial Services | Corey-Burstad Insurance Agency

Retirement Plans We Can Help You With Include:

IRA - An individual retirement arrangement (IRA) is the blanket term for a form of retirement plan that provides tax advantages for retirement savings in the United States.

TSA - A tax sheltered annuity (TSA) is a method of reducing taxable income resulting in a reduction of the payments to tax collecting entities, including state and federal governments.

ROTH IRA - A Roth IRA is a special type of retirement plan under US law that is generally not taxed, provided certain conditions are met. The Roth Individual Retirement Account (IRA) is one of a number of plans allowed under the tax law of the United States that allows a tax reduction on a limited amount of saving for retirement.

SEP PLANS - A Simplified Employee Pension Individual Retirement Account (SEP IRA) is a variation of the Individual Retirement Account used in the United States. SEP IRAs are adopted by business owners to provide retirement benefits for the business owners and their employees.

SIMPLE

403b - 403(b) plan is a tax-advantaged retirement savings plan available for public education organizations, some non-profit employers (only Internal Revenue Code 501(c)(3) organizations), cooperative hospital service organizations, and self-employed ministers in the United States. It has tax treatment similar to a 401(k) plan.

457 - A 457 plan is a tax-deferred retirement savings account available to state and federal employees as well as employees of certain tax-exempt organizations.

Defined Benefit Plans


For any questions or to begin your financial plan please contact us at 877.706.3726.

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