We take a comprehensive approach to the financial needs of the retirement years. We help you to plan by providing you with a wide range of retirement planning products and services, including:
IRA's** Individual Retirement Accounts that can provide both tax deferred and non-tax deferred growth and a variety of rates of return.
Fixed and variable annuities
Fixed annuities offer a guaranteed interest rate - regardless of what the markets may do - and funds accumulate tax-deferred*. Variable annuities** offer a range of sub accounts - including a fixed account - that allow you to decide how your money is invested. At retirement, you can stretch payments from the annuity out over your lifetime, or you and your spouse's lifetimes. (All guarantees are based upon the claims paying ability of the issuer.)
401(k)/403(b) Plans
These employer sponsored retirement plans offer employees the ability to invest up to $xxxxxx from their salary, tax-deferred, in any number of account options. We can not only design and implement these types of reitrement plans for businesses and business owners, but also work with individuals to determine the best allocations of assets within their accounts and the best options for distribution of their assets upon retirement.
Distribution Planning
When you are ready to retire, we can show you how to stretch your retirement assets out over your lifetime or pass them on to heirs on a tax-favored basis.
*Securities and Investment Advisory Services Offered Through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser, Member FINRA/SIPC
Eight Tower Bridge, 161 Washington Street, Suite 700, Conshohocken, PA 19428
Phone 610-771-1020
**Jeffrey S. Hahn & Associates is not affiliated with Hornor, Townsend & Kent, Inc.
***This site is not intended to be a solicitation, offer or sale of securities products, or investment advisory services to anyone who resides outside of the United States. Hornor, Townsend & Kent is registered as an Investment Advisor with the US Securities and Exchange Commision and as broker dealer in all fifty states.
Jeffrey S. Hahn & Associates and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.
