Retirement Planning


There are a number of individual retirement account (IRA) options available to investors. An Anchor Bay professional can help you decide which is best for you.

When savings for retirement, you should first take advantage of your employer-sponsored retirement plan. Whether you work for a corporation, non-profit organization, the government, or you are self-employed, there is a retirement option available to you. At Anchor Bay, we can work with you to help maximize your contributions to your particular retirement plan.

  • Corporate Plans: 401(k), Profit Sharing, Keogh and Money Purchase
  • Non-profit and Governemt Plans: 403(b) and 457
  • Small Business Plans: 401(k), Keogh, SIMPLE IRA and SIMPLE 401(k)
  • Self-Employed Plans: SEP IRA and Keogh


Any qualified retirement plan – whether a 401(k), a 403(b) offered by a non-profit organization, or any other qualified retirement plan such as a profit sharing plan, 457 plan or Keogh plan – can be rolled over into an IRA.

The rollover process gives you the ability to move your money from your employer-sponsored retirement plan to another employer-sponsored plan in the future. This enables your money to continue to grow tax deferred. In addition, you may not have to pay any current taxes if you directly roll over assets from your employers plan to a Rollover IRA