Retirement Planning
ULTRA Advisors will customize a plan that fits your retirement goals and assist you in the process to transfer your retirement account with your employer (401k, 401a, 403b) tax-free, to a Self-Directed IRA and eliminate risk from your retirement savings.
How can you protect your Retirement Savings?
ULTRA Advisors will customize a plan that fits your retirement goals and assist you in the process to transfer your retirement account with your employer (401k, 401a, 403b) tax-free, to a Self-Directed IRA and eliminate risk from your retirement savings.
Here are some key factors to our Retirement Savings Planning.
Click the headings below to read more.
Tax-Free Transfer
Requesting a rollover of your employer or union retirement account (401k, 401a, 403b) is a non-taxable event. You will not incur any tax ramifications for transferring your retirement account to a Self-Directed IRA since you are not receiving a distribution from the account. Typically, retirement accounts that you are no longer contributing to are eligible for a rollover.
No Risk, No Management Fees
Fixed or Fixed Indexed Annuities are used to protect your retirement savings from market risk while still earning interest. ULTRA Advisors utilize A-Rated insurance companies and products offering opportunity for growth so you can meet your retirement goals.
Guaranteed Principal & Interest Accounts
Our Advisors are licensed, bonded and insured independent insurance agents - meaning they are not required to sell products of a specific insurance company. We can choose from all products available to find one that best suits your retirement needs whether that be accumulation, income, or protection.