The purpose of a retirement plan is to provide financial stability so people can leave their full-time or part-time jobs at retirement. In addition to having funds available, many retirement plans provides tangible tax benefits for both employers and employees by allowing pre-tax contributions into them. This reduced the taxable income by the amount contributed to the retirement plan. The caveat is that distributions at retirement are usually taxed at the effective tax rate. There are also plans that allow post- tax contributions and conversely are generally not taxed during distribution.

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Triumph Insurance Group has established relationships with various plan providers and administrators to bring creative solutions that meet the need of any retirement goal. Products include:

• Simple Employer Pensions (SEP)

• Traditional IRA

• Roth IRA

• 401(k) *

• 403(b)*

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TIG specializes in analysis, consultation and implementation of retirement accounts. Additionally, TIG has the ability to roll any existing plan to another qualified plan that may meet your changing retirement needs.  

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​Whether you are a newly hired, self-employed or ready for retirement, Triumph Insurance Group has a retirement instrament that suits the "What's Next" in your life.