At IMZ Financial Services, Inc. we understand the complexities of managing your financial resources and preparing for retirement. Led by President of the firm and industry leader, Irwin Zagoria, we are here to help guide you through the unique challenges of planning for retirement, implementing tax-saving investment solutions, and navigating through the financial transitions that life brings.
Whether you are building wealth or protecting your assets through retirement, our personalized services focus on your specific needs, wants, and long‐term goals. Find out how IMZ can help you, your business, and your family today!
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Do you know where the idea of “retirement” comes from?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here are five facts about Social Security that are important to keep in mind.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
However exciting retiring abroad may sound, it deserves considerable planning.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.