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| Stephen Vahey is the director of Investments and Financial Planning. You can contact Stephen directly with any of your investment and financial planning questions. S_Vahey@insuranceplus.net
Some of the programs you may consider include:
For a brochure or more information on investment and retirement planning please contact Stephen Vahey. Email:S_Vahey@Insuranceplus.net
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We have access to the top performing mutual funds on the market. Our
relationship with Tower Square Securities (a member of the
Citigroup), will help
you reach your investment goals.
retirement. Your contributions are
not tax deductible. Your money grows "Tax-Free" and you get qualified distributions from
your plan
"Tax-Free".
contributions
may be "Tax-Deductible". Your money grows
"Tax-Free" and when you retire, qualified distributions are only taxed
as ordinary income.
gross income. The
contributions can be in one account or multiple accounts.
Your money
grows "Tax Free". Withdraws for the child's education, if qualified, are "Tax-Free".
Contributions are not "Tax Deductible. 
program is great for the self
employed. Qualified contributions are not taxed. Contributions can be as high as 15%
of income or $24,000 per year. Contributions can be decided on from
year to year.