GREAT NEWS FOR SIngle Women!
Single Women, regardless of the circumstance, face a unique set of issues when moving from the workforce into retirement. We understand that each situation is unique and have assembled a team of experts that work exclusively with single women to organize a successful retirement. We are ready to listen. Our team has the knowledge and skills to help you work through your specific situation and will help to design and implement a retirement plan that fits your needs.
We will continue to work with you while you are retired to help you adapt to any changes and issues that may arise. We are uniquely qualified to help you succeed into and through your retirement years.
Great News for Single Women age 59 1/2 and over!
The IRS recently announced an option that protects your retirement assets by moving all or part of your 401K, 401B or TSP from your company sponsored retirement plan into your own personal retirement account or IRA. This program, called an In-Service Distribution, is designed to protect the bulk of your retirement assets as you near retirement, while you are still working. [Learn More]
If you are an employee of Ascension St. John:
We are very familiar with your 401A, 403B or TSP from Transamerica and how to use these plans to maximize your retirement years, [Learn More]