Retirement Planning

– Our specialty is making sure you accumulate wealth for retirement –

Investment Concepts, Inc. is a full-service financial advisory firm serving over 900 individual clients, specializing in retirement planning.

We pride ourselves in helping your accumulate your wealth for retirement, but recognize many people have done this on their own throughout the years. The crucial element of properly unwinding your assets in a safe and tax-efficient manner is how we set ourselves apart. Our retirement income and distribution planning process analyzes:

  • Your income needs now and in the future
  • A continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • A specialized and independent analysis of your Social Security benefits. Do not make the mistake of leaving Social Security benefits on the table!
  • Implementing recommendations with the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries for your IRAs and how to establish an Inherited IRA

Investment Concepts begins by starting with you. By utilizing our Discovery Process form, we take a look at your current financial picture using our state-of-the-art retirement planning software. We thoroughly examine and explain the strategies that tax-efficiently distribute income during your retirement.

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*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

Retirement Planning Fact Sheets

Below you will find regularly updated articles related to various financial concepts and strategies reflecting the most up-to-date facts, figures, legislation, economic trends that affect your financial well-being:

Retirement Planning Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common retirement planning questions.


Financial Advice for Women

We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world, women often find themselves in very different circumstances than their male counterparts.

Everyone wants financial security. Yet women often face financial headwinds that can affect their ability to achieve it. The good news is that women today have never been in a better position to achieve financial security for themselves and their families.

More women than ever are successful professionals, business owners, entrepreneurs, and knowledgeable investors. Their economic clout is growing, and women's impact on the traditional workplace is still unfolding positively as women earn college and graduate degrees in record numbers and seek to successfully integrate their work and home lives to provide for their families. So what financial course will you chart? Contact us at Investment Concepts, Inc. and we can help you figure it all out.

Fact Sheets:

Informative Videos:

Broadridge Investor Communication Solutions, Inc. Copyright 2017.

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