FINANCIAL SERVICES - IRAS
Dear (Customer Name):
What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. However, you have to ask yourself one more question before settling your retirement plans: Do I have the money to do what I want when I retire?
All too often the answer is 'no.' An Individual Retirement Account (IRA) might be the key to a successful retirement plan.
You might not be able to take a tax deduction on your IRA contributions (if, in your household, at least one member is covered by a pension plan), but the income earned on IRAs will stay tax-free.
The sooner you plan your future, the happier it will be. Call us for more information on IRAs or any other insurance or financial services matter.
Sincerely,