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Retirement planning can come in all different shapes and forms, including a variety of different accounts. With each account serving a different purpose, it might be a bit confusing deciding what to invest in. Luckily, Secure Retirement Strategies can be your resource for retirement income planning in Hunterdon County, Mercer

Investment-grade insurance contracts allow you to not only make tax-free investments but use your money when you need it. You can put your money away, build interest, and earn compound interest, with little to none being shared with the government. You can also leave money to your heirs without subjecting

Secure Retirement Strategies is dedicated to offering retirement income planning strategies to Lehigh County, PA, and the surrounding areas. We know that most people’s primary method of saving for retirement is either through 401(k) accounts or Roth IRAs. While these are all smart investments to be made, the most secure

A life insurance retirement plan (LIRP) is the most secure method of financial retirement planning you could invest in. Members of Congress and senators have been using this type of policy for decades, so you know that it works. If you are looking into our retirement income planning strategies in

There is no universally accepted formula or rule for determining how much money it will take for you comfortably retire. $1 million is a somewhat arbitrary figure that has long seemed like a reasonable finish line; a study by Nerdwallet found that half of Americans still view $1 million as

  If you’ve been researching your options for retirement savings and thought your level of income confined you to the same old traditional avenues — namely, the 401(k), Roth IRA or a standard investment portfolio — might we suggest you expand your horizons to include a LIRP? LIRP stands for

Here at Secure Retirement Strategies, we help people like you get the most out of their finances, with tax-free life insurance and more. As a long-term care insurance company serving the Lehigh County, PA area, we work tirelessly to help you face your current financial challenges while preparing for what

Did you know that only 10% of the Baby Boomer generation have adequate funds saved for retirement? How about the other, nearly half, who don’t have any form of savings whatsoever? Uh-oh.  

There are two types of retirement-savers: those who feel that they’ve squirreled away enough money not to need any form of life insurance, and those who are looking to enter their golden years with as diversified of a savings portfolio as possible. Though the first individual may enjoy a comfortable

In a world where most individuals are reliant upon traditional means of saving for their golden years after retirement — whether it be through Roth IRA funds or in a 401(k) — Secure Retirement Strategies offers an additional savings solution. Life Insurance Retirement Plans (LIRP) provide insured individuals an array

Last week, we at Secure Retirement Strategies discussed some of the reasons to avoid a Roth IRA. Continuing with our theme, we delineate below yet another possible concern with Roth IRAs: the risk of potential losses.

The Rise of Roth IRAs Switching out your traditional individual retirement account for a Roth IRA is often an excellent tax strategy — except when it isn’t. At Secure Retirement Strategies, we’re going to go over the pros and cons in our two-part blog series.

Millions of Americans have used Life Insurance Retirement Plans (LIRPs) as a powerful investment tool. These folks know that putting their money in a LIRP is almost as secure as keeping it in a bank account — but with much higher returns. If you want a safe and steady path

Is your retirement looking financially-secure? At Secure Retirement Strategies, we will help you grow your assets, protect your savings, and provide for the people and causes that are most important to you. One of the best ways to protect your financial future is to consider investing in a Life Insurance

Distributions from a Life Insurance Retirement Plan (LIRP) are only tax-free if the money is taken out the correct way. If you take a normal distribution, as you might with a 401(k) or IRA, the money can be taxable. By taking money out by way of a loan, however, it