South Central Branch

CONNECT

Address:

New Orleans Office

1100 Poydras St., Suite 2000, New Orleans, LA 70163

Ridgeland Office

1052 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157

Phone:

Louisiana Office 504-524-8771 Mississippi Office 601-898-1919

Retirement

Retirement is one of the key financial goals for many people. Saving early and often is important. So is taking advantage of products and accounts designed specifically for retirement. Tax advantages are a key feature of annuities, IRAs and employer sponsored retirement savings plans, such as 401(k), 403(b) and 457(b) plans. Any earnings growth in these products is generally tax-deferred until you make withdrawals, generally when you are retired and may well be in a lower tax bracket.

Retirement Scope e-Seminar

Longevity Risk Planning for the 21st Century

Retirement Planning

You want to get from here to retirement. Two suggestions: Start with a plan. And start right away.

Calculators

Flipbooks

Research Articles

  • Controlling the Distribution

    If you haven’t taken steps already, consider planning now for the distribution of your estate’s assets.

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • Save Now or Save Later

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Videos

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