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!
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Calculating your potential Social Security benefit is a three-step process.
A change in your mindset during retirement may drive changes to your portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.