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!
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
To choose a plan, it’s important to ask yourself four key questions.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do you know where the idea of “retirement” comes from?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
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.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Women must be ready to spend, on average, more years in retirement than men.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?