Retirement

Planning

How we service your life and your investments...FORWARD

Planning for retirement can be a challenging process, requiring the guidance of a financial advisor and investment vehicles such as individual retirement arrangements (IRAs), more commonly known as Individual Retirement Accounts. Our advisors at Andreas Global Asset Management Group will help you understand how using IRAs can help you plan for a more secure retirement by explaining:

 

  • Why taking personal responsibility for planning your financial future using vehicles such as IRAs is more important than ever.

  • How the features and benefits of the two main types of IRAs- traditional and Roth- differ, and how you can determine which way may be right for addressing your retirement needs.

  • How IRA contribution and distribution rules vary depending on factors such as your income level, tax-filing status, age and the type of IRA you select.

  • How working with a financial advisor can help insure you attain the most benefit from your IRA.

  • 72 (t) Strategies

  • Net Unrealized Appreciation (N.U.A.). Planning & Implementations Strategies.

  • Advisors that specialize in rollovers from energy sector with enhanced knowledge of Phillips 66, Conoco Phillips, BP Global, Exxon, Baker Hughes, Cheveron Phillips, and Cheveron 401k Plans.

  • Advisors that stay current with the PBGC (Pension Benefit Guarantee Corporation) rate.

The advisors at Global Asset Management Group are here to help you plan, implement, and guide you to, through, and beyond your retirement life.

One Lakeshore Drive, Suite 1100 // Lake Charles, LA 70629 // Phone: 337.419.1855 // Fax: 337.419.1854 // Toll Free: 1.877.781.0088 // Houston 713.300.1608

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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2015 Raymond James Financial Services, Inc., member FINRA/SIPC

www.finra.org // www.sipc.org // RJ privacy policy: http//www.raymondjames.com/privacy_security/privacy_notice.htm

 

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Global Asset Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members

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