Retirement

Whether you are saving for future retirement, on the eve of that important event, or already enjoying it, NexTier Wealth Management’s retirement services can assist you. A wide choice of retirement plan options and advice from retirement specialists can help you minimize and even avoid taxes on your benefits. You will also work with NexTier’s investment management and account administration team.

Retirement Planning	Through specialized software and our expert analysis, NexTier will help you determine when you’re financially able to retire in your future. For retirees, we will evaluate ways to maximize income during your retirement years.
Retirement Accounts	A wide variety of retirement accounts are available including IRA’s and Rollover IRA’s. Our fiduciary services unit serves as custodian and trustee on your account, ensuring compliance with IRS rules.
Investment Options	Our portfolio managers, working closely with your account administrator, help you to establish an investment strategy. They’ll recommend suitable investments given your risk profile and tax situation, and monitor performance to ensure it continues to meet your needs.
Account Management	With tax laws and IRS guidelines changing frequently, our knowledge of these rules and how they’ll impact your retirement portfolio is critical. Our retirement specialists help you navigate these changes and understand how your retirement portfolios work with your other retirement benefits.
Business Retirement Plans	If you are a business owner or responsible for your employer’s retirement plan, NexTier offers a powerful lineup of retirement solutions and services. We combine our local administration and investment expertise with the product platforms of some of the nation’s finest plan sponsors.