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!
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
What your life will look like after you leave work.
Calculating your potential Social Security benefit is a three-step process.
When it comes to generational differences, knowing the facts can be difficult.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Imagine your ideal post-pandemic retirement with this animated video.
There are three things to consider before dipping into retirement savings to pay for college.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Explaining the SECURE Act and how the changes affect your retirement strategy.