Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
We can refer you to professionals to help meet your individual needs.
Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.
Tax considerations are also of particular concern when making a decision about what to do with assets in an employer-sponsored retirement plan when you change jobs or retire. There are generally four things you can do with such assets:
Rolling over these assets to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.
By Appointment Only:
3729 Shawnee Road
Lima, OH 45806
Phone: (419) 222.1128
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Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
1441 St. Marys Avenue
Sidney Ohio 45365
Phone: (937) 498.1128
Toll Free: (800) 548.6511
Fax : (937) 498.1129