Retirement Planning

Planning for retirement takes careful strategy. To get started, we’ll take you through a step-by-step process to help determine your retirement needs. From there, we’ll offer a plan that is suitable for you. At OneIndiana Financial Group, we want to help make sure this season of your life is truly rewarding.
Items We Address
- Qualified retirement plans in variety — defined benefit plans, defined contribution plans of the money purchased pension and profit-sharing types, target benefit plans, Keogh plans for the self-employed, and section 401(k) plans
- Simplified employee pension plans (SEPs)
- SIMPLE retirement plans
- Individual retirement accounts or annuities (IRAs) including Roth IRAs
- Section 403(b) plans also called tax-sheltered annuities or TSAs
- Rollovers direct rollovers and direct plan-to-plan transfers
- Section 457 deferred compensation plans for certain employees in the government and not-for-profit sectors of the economy
- and more!
Important Facts
There are usually three main sources of income to draw from at retirement:
- Social security
- Employer qualified retirement benefits
- Personal savings and investments
Retirement planning consists of marshaling the resources from all three of these to help assure a financially rewarding retirement.