Retirement Income Planning

Whether your 21 or 61, now is the time to talk to your 360 Financial Group Advisor about planning for your retirement.

Retirement Piggy Bank

Live Long and Prosper

360 Financial Group Advisors are well versed in a wide array of retirement tools to help maximize your retirement dollars. Should you invest in a traditional IRA, ROTH IRA, Stocks, Mutual Funds, Annuities, Bonds, CDs, or some type of combination? The possibilities are virtually endless. What about rollovers and IRA consolidations? We’ve got you covered there, too. Is your Retirement Fund overfunded? Underfunded?

Your 360 Financial Advisor will take a 360° view of your past, current, and future financial story to help you map out a plan that works for you. We understand what makes the most sense in each situation. Most importantly, we can help you understand what makes the most sense for your situation. We’ll help you make the most of today’s dollars so tomorrow you and your heirs can all rest easily.

To schedule an appointment with Carl Strozyk, please call us today at 410.893.2100 or submit the brief form below and we'll contact you directly.

Carl Strozyk

"Thank you for your interest in 360 Financial Group. I look forward to learning more about your business goals."

-Carl Strozyk, President

 

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News You Can Use

News You Can Use

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

8/9/2017 12:00:00 AM EDT
4 months ago

As part of its August issue, i95 Business shined a spotlight on Harford County business leaders, and Carl Strozyk of 360 Financial Group is honored to be chosen.

Click here to see the full article on page 49: http://i95business.com/2017/08/partners-financial-journey/

Can I roll my traditional 401(k) account balance over to a Roth IRA?

Can I roll my traditional 401(k) account balance over to a Roth IRA?

7/20/2017 12:00:00 AM EDT
4 months ago

Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.*

First, you must be entitled to a distribution from your plan. While you can always access your account when you terminate employment, in some cases you may be able to withdraw your own ...

What is a rollover IRA, and do I need one?

What is a rollover IRA, and do I need one?

7/17/2017 12:00:00 AM EDT
4 months ago

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

When you roll funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Of course, you can transfer those dollars ...