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Exemplary Retirement Planning Assistance

Even if you just graduated from college, it's never too early to plan for retirement. The financial professionals of Premier America Wealth Management Group are here to tend to all your retirement planning needs and help you cultivate a strategy that aligns your goals, lifestyle and financial means. We know how many options you have for enjoying financial independence in your golden years, and our agents will be with you every step of the way to answer all your questions and help to ensure that you make the most of your efforts to provide for yourself.

Retirement Account Types

One of the most essential matters for planning your retirement is deciding which account or combination of accounts suits you best:

  • Traditional and Roth IRA
  • 401K
  • Retirement investment portfolio

Let's sit down and discuss your options and clear up any confusion or misconceptions you may have about retirement accounts. Do not think that you cannot save for your retirement because you do not have enough disposable income. Where there's a Premier America Wealth Management Group representative, there's a way. 

Distribution Planning

Do you already have a 401K or IRA plan. If so, we can assist you with that. Options include:

  • Leave the money in your former employer’s plan, if permitted
  • Roll over the assets to a new employer’s plan, if one is available and rollovers are permitted
  • Roll over to an IRA
  • Cash out the account value

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