At IMZ Financial Services, Inc. we understand the complexities of managing your financial resources and preparing for retirement. Led by President of the firm 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!
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Here are five facts about Social Security that are important to keep in mind.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
When it comes to generational differences, knowing the facts can be difficult.
Key questions to answer when you are considering retirement.
For many, retirement includes contributing their time and talents to an organization in need.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
When should you take your Social Security benefit?
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.
Want to do more with your wealth? You might want to consider creating a charitable foundation.