Retirement Income

Whether you’re 30 days away from retiring or 30 years, the most important thing you can do is start planning for your retirement today! The kind of retirement you envision is within your reach. With sound planning, durable strategies, and implementation of appropriate investment strategies for each individual’s circumstances, our team of professionals can carefully guide you in making important decisions regarding your financial future.

We can help you navigate the numerous retirement plan options before you:

Traditional IRAs
Roth IRAs
Simple IRAs
SEP IRAs
401(k) plans
403 (b)(7) plans
Defined benefit plans
Defined contribution plans
Money purchase plans
Pension rollovers
Profit sharing plans

At Balcom Investments, we create long-term retirement strategies with the consideration that markets are susceptible to a volatile economic environment.

We offer:

Conservative investment planning
Expected long-term results
Time-tested strategies

Will you have enough assets to retire comfortably? Let us help you!

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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