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!
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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
There are common mistakes you can avoid when saving for retirement.
For many, retirement includes contributing their time and talents to an organization in need.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Beware of these traps that could upend your retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Make your retirement as exciting as your next vacation.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?