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Retirement

Whatever retirement holds for you, your Erie Insurance agent can help pave the way. Planning for retirement is complicated, so we’re here to make it a bit easier. Whether you are just starting your career, have been in the workforce for some time or own a business with employees to think about, having a retirement savings plan in place can help your retirement dreams become a reality.

OPTIONS FOR SAVING FOR RETIREMENT

From annuities to Individual Retirement Accounts (IRAs) and life insurance policies, Erie Family Life1 offers several savings plan options to help you (and your employees, if you have them) save money for retirement.

 

COMPARE

Review your retirement options.
Erie Family Life can help.

 

RETIREMENT OPTIONS FROM ERIE FAMILY LIFE

WHAT IT IS

WHO IT’S FOR

Annuities for Individuals:

Nonqualified Annuities

手机体育投注平台A fixed rate investment tool that is safe from market fluctuations and pays out over a long period of time.

Individuals looking for a safe investment alternative.

Traditional IRA

A savings plan that qualifies for tax advantages now. You get a tax deduction when your money goes in. Learn more here.

手机体育投注平台Individuals with earned income who want to save for retirement or supplement an employer provided retirement plan.

Roth IRA

A savings plan that qualifies for tax advantages later. Money you take out during retirement is tax-free. Learn more here.

Individuals with earned income who want to save for retirement or supplement an employer provided retirement plan.

Annuities for Businesses:

SIMPLE IRA (Savings Incentive Match Plan for Employees)

 

A retirement plan that is set up by an employer. Employees can contribute to the plan on a tax-deferred basis. Learn more here.

手机体育投注平台Businesses with fewer than 100 employees; employed and self-employed individuals looking for a way to save for retirement income.

SEP IRA手机体育投注平台 (Simplified Employee Pension)

 

A retirement plan that is set up by an employer. Only the employer can contribute. Learn more here.

 

Small businesses, professionals and self-employed individuals looking for a way to save for retirement income.

Specialized Options for Businesses:

Deferred Compensation

手机体育投注平台A life insurance-based retirement plan for select key employees that is purchased by the business owner.

Business owners who want to attract and retain key employees.

Executive Bonus Plan

手机体育投注平台Individual life insurance policy purchased by the business owner on behalf of select key employees. At retirement, employee may use the policy’s cash value as supplemental income.

手机体育投注平台Business owners looking to recruit strong candidates, retain expert employees and design a benefit plan with tax-deductible costs.

 

 

For more information on retirement planning options from Erie Family Life or to schedule an appointment, contact your local ERIE agent today. Our agents can help you select a plan that will work for your budget and situation.2

1,2手机体育投注平台This web page is not intended as estate planning or tax advice. Please consult a qualified professional advisor.

Retirement retirement savings From annuities to Individual Retirement Accounts (IRAs) and life insurance policies, Erie Family Life offers several savings plan options to help you (and your employees, if you have them) save money for retirement. Erie Insurance http://go-drews.com/-/media/images/erieinsurance/erieinsurancelogo.png