Understanding Today’s Financial Environment

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.

Qualified Retirement Plans       Our Unique Approach      Our Services

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!   

 

Helpful Content

Social Security: Maximizing Your Social Security Benefits

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition waiting to claim them.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Rightsizing for Retirement

What does your home really cost?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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