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!
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Knowing the rules may help you decide when to start benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Three things to consider before dipping into retirement savings to pay for college.