Retirement Planning

"What is your plan for retirement?"

Employees and employers alike are attracted to what are known as "qualified plans for three specific reasons...

  • Savings are pre-tax!
  • The funds can grow tax deferred
  • In some cases, retirement fund assets can be loaned to the participant (tax free) and paid back over time.

To many people, their "retirement plan" may be proceeds from sale of a business, or a piece of property, or an inheritance. The expert consultants at BennCo Advisors can help you maximize the after tax value of your retirement plan:

  • Stretch your distributions to the next generations
  • Defer capital gains taxes on sales of property resulting in higher retirement income.

Rollovers and 401Ks

If you have a rollover account or are a participant in a company 401K plan, BennCo Advisors can advise you as to asset allocation among the various choices available. These services are available on a fee basis, or included as part of a comprehensive advisory relationship.

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Securities and Advisory services offered through The Strategic Financial Alliance, Inc.
Member SIPC/FINRA (678-954-4000)
Check the background of this investment professional on FINRA’s BrokerCheck.

Web Site Disclosures

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Brian Bennett is a registered representative and investment adviser representative of SFA. Financial planning and consulting services offered through BennCo Advisors, which is otherwise unaffiliated with SFA. Supervisory office (678) 954-4000.


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