Princess Anne Office
30386 Mt. Vernon Road
Retirement planning is a process that evolves over time. In order to have a comfortable and secure retirement, you need to build a financial cushion that will fund it. It all starts with planning how you get there! At Landmark Insurance & Financial Group, we believe it's never too early - or too late, to start planning for your retirement.
Our Licensed Advisers are here to assist you in creating your retirement goals and calculating how long you need to meet them. We then help you fund your future by choosing the different accounts that for investment. You have to invest for it to grow. We are here to help you walk through how the new regulations affect your retirement accounts, so that when you do get to retire, you can enjoy more of what you earned!
*Advisory Representative offering Investments & Advisory services through Lincoln Financial Securities, Member SIPC
Licensed to sell securities in the following states:
Maryland, Delaware, Virginia, Pennsylvania, DC, ArkansasLFS-3037437-041020
Secure Act of 2019- Summary & Changes
The CARES ACT
Roth 401(k) vs. 401(k):
Your employer may give you the choice between a regular 401(k) and a Roth 401(k).
A traditional IRA (individual retirement account) allows individuals to direct pre-tax income toward investments that can grow tax-deferred.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found HERE.