Investment solutions for wherever you are in life

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. That's where we come in. We'll provide world-class investment expertise based on our time-tested philosophy, disciplined process, and proprietary capital market assumptions. Whether you're just starting out or you're ready for more specialized wealth management, you'll have access to a variety of investment options to help you build your ideal portfolio.

Non-Qualified Accounts

Non-qualified accounts are investment accounts that are not tax-deferred. This means that you will have to pay taxes on your earnings each year. However, non-qualified accounts offer more flexibility than retirement accounts. For example, you can withdraw your money from a non-qualified account at any time without penalty.

Retirement Accounts

Retirement accounts are tax-deferred investment accounts that are designed to help you save for retirement. There are a variety of different types of retirement accounts, including IRAs, 401(k)s, SEPs, SIMPLE IRAs, and 403(b)s. Each type of retirement account has its own rules and benefits.

IRAs

IRAs are individual retirement accounts that you can open on your own. You can contribute to an IRA with pre-tax dollars, which means that you can deduct your contributions from your taxable income. Your earnings in an IRA grow tax-deferred, which means that you don't have to pay taxes on your earnings until you start withdrawing them.

401(k)s

401(k)s are retirement savings plans that are offered by employers. Your employer may match a portion of your contributions to your 401(k). 401(k)s are a good choice for employees who want to save for retirement and who want to take advantage of their employer's matching contributions.

SEPs

SEPs are simplified employee pension plans that are designed for self-employed individuals. SEPs allow self-employed individuals to contribute up to 25% of their net income to their SEP each year. SEPs are a good choice for self-employed individuals who want to save for retirement and who want to take advantage of the tax benefits of retirement savings.

SIMPLE IRAs

SIMPLE IRAs are retirement savings plans that are designed for small businesses. SIMPLE IRAs allow small businesses to contribute up to $3,000 per year to each of their employees' SIMPLE IRAs. SIMPLE IRAs are a good choice for small businesses that want to offer a retirement savings plan to their employees without the administrative burden of a traditional 401(k) plan.

403(b)s

403(b)s are retirement savings plans that are offered by public schools, colleges, and other tax-exempt organizations. 403(b)s allow employees of these organizations to contribute a portion of their salary to their 403(b). 403(b)s are a good choice for employees of public schools, colleges, and other tax-exempt organizations who want to save for retirement.

Fixed Annuities

Fixed annuities are the most popular type of annuity. They offer a guaranteed interest rate on your investment, so you know exactly how much your money will grow over time. Fixed annuities are also a good choice for investors who are looking for protection from market downturns.

Indexed Annuities

Indexed annuities are linked to a market index, such as the S&P 500. This means that your investment can grow with the market, but you are also protected from market downturns. Indexed annuities are a good choice for investors who want some exposure to the market but also want to protect their principal.

Variable Annuities

Variable annuities are invested in a variety of securities, such as stocks, bonds, and mutual funds. This means that your investment has the potential to grow significantly, but it also carries more risk. Variable annuities are a good choice for investors who are comfortable with risk and who are looking for the opportunity to maximize their returns.

Empower Your Financial Future

Navigating the complexities of financial planning can be daunting, but it's essential to secure a comfortable and fulfilling retirement. Whether you're seeking guaranteed income through annuities or diversifying your investments with mutual funds, understanding your options is crucial for making informed decisions.

Seek guidance from a trusted Revenite financial advisor to explore your investment options, assess your risk tolerance, and develop a personalized plan that aligns with your retirement goals. Together, you can craft a strategy that safeguards your financial future and empowers you to embrace the next chapter of your life with confidence and peace of mind.

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