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Retirement Planning

We offer many retirement planning services and are ready to sit down with you to figure out the plan that best meets your needs and goals.

Retirement planning is an important piece to your overall financial strategy. Due to the fact that employer contributions are becoming less common and people are generally living longer, it is imperative that you organize a retirement plan that ensures the financial security you deserve in your old age. Luckily, MAS Group’s Manhattan, Queens, Brooklyn, Staten Island, Upstate New York, and Long Island retirement planners offer many retirement planning services and options and are ready to sit down with you to figure out the best plan. Some retirement planning options are:

  • IRA Rollover Plans

A rollover is simply a movement of assets from an old retirement plan (such as a 401(k) or Profit Sharing Plan) into a new retirement plan. There is no limit on the amount of money you can rollover.

  • Traditional IRA Plans

A Traditional IRA retirement plan is a personal savings plan that offers tax advantages for retirement savings. Contributions to a Traditional IRA plan may be tax deductible (either in whole or in part), and the earnings on the amounts in your IRA will not be taxed until you withdraw money from the account. If you are covered under a Traditional IRA plan, you will be allowed to invest in various financial channels, including stocks, securities, and mutual funds, among other channels.

  • ROTH IRA Plans

A Roth IRA retirement plan is a modified version of the Traditional IRA plan. A Roth IRA plan is also a personal savings plan, but contributions are not tax deductible. Additionally, the distributions (including earnings) from a Roth IRA plan are not included in income. If you are covered under a Roth IRA plan, you will be allowed to invest in various financial channels, including stocks, securities, and mutual funds, among other channels.

  • SEP-IRA Plans

A SEP-IRA plan (Simplified Employee Pension IRA plan) is a retirement plan that is designed to benefit small business owners and self-employed individuals (sole proprietorships, S and C corporations, partnerships, and LLCs qualify). A SEP-IRA plan can offer a great source of income at retirement when employers contribute to retirement accounts for themselves as well as their employees. A SEP-IRA contribution must not exceed 25 percent of each employee’s pay. If you are covered under a SEP-IRA plan, you will be allowed to invest in various financial channels, including stocks, securities, and mutual funds, among other channels.


Need assistance with determining the most appropriate retirement planning solution for your future? Contact MAS Group, a Manhattan, Queens, Brooklyn, Staten Island, Upstate New York, and Long Island retirement planning management firm, to speak with one of our highly skilled professionals. Start planning for your future today with a FREE consultation: 631-389-2301