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FESCO Investment ServicesInvestment Services

At Foresters Equity Services we believe in preparing for the future. Our Financial Representatives will help you to establish your financial goals and select investment vehicles tailored to your objectives. Planning is essential in any undertaking, and when it comes to ensuring financial security we have a team of knowledgeable and experienced individuals to assist you.

Retirement Planning

Retirement Planning with Foresters Equity Services Retirement is expensive.

And you're the only one who can ensure that you're saving enough to afford it.

That's why you need to take advantage of every asset-building opportunity available to you - such as an IRA. Financial experts estimate most people need about 75% of their current annual income to maintain their lifestyle in retirement. And don't forget the ever-increasing cost of inflation; how do you plan on paying for your retirement? If you think Social Security and traditional pension benefits will meet your needs, think again. Financial experts estimate most people need about 75% of their current annual income to maintain their lifestyle in retirement.Generally Social Security and pension benefits provide an average of only 43% of your retirement income needs. You'll need to make up the remaining 57%. Contributing to your IRA is one strategy for bridging this retirement savings gap.

If you are changing employers or retiring and as a result are getting a distribution and want to shelter it from taxes and preserve tax-deferred growth, you can avoid 20% withholding by simply opening a Rollover IRA with Foresters Equity Services. We provide vehicles for all types of retirement plans through mutual funds and variable annuities.

One of the growing concerns of our pre-retired members is what they do with their 401(k) contributions. Most members we talk to have been making contributions to their 401(k) account with little or no help or professional advice. Many do not understand what their investment choices are within their plans. Our Financial Representatives specialize in making sure that your allocations to your 401(k) account are properly overseen and monitored. Then, when it comes time for your retirement we stand ready to assist you in rolling over your 401(k) assets into an account that will serve you in your retirement years.

FESCO Financial Representatives are well prepared to guide your Retirement Planning investments.

Contact a FESCO Financial Representative