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!
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Women must be ready to spend, on average, more years in retirement than men.