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Retirement Solutions

We want to help you enjoy the lifestyle you want when you’re retired.

Work Toward a Great Retirement

Our team at Y12 Investment Partners has deep experience serving the retirement planning needs of local clients just like you. Together, we will define your unique goals for retirement and create a strategy to help you achieve them.

Our Approach

We can help you make a plan that reflects your individual financial situation, your goals, and how close you are to retirement. Our retirement services include:

Create a practical plan to maximize your retirement savings during your working years, so you can meet your income needs in retirement.

Learn more about Financial Planning.

An IRA is a popular investment vehicle that can support many different investment needs while offering tax-deferred growth.
There are two main types. Traditional IRAs allow eligible savers with earned income to make tax-deductible contributions (up to an annual limit) and enjoy tax-deferred growth until the funds are withdrawn in retirement and taxed as regular income.
For Roth IRAs, contributions are made with after-tax income. Roth IRAs also provide tax-deferred growth, and you won’t pay income tax on qualified distributions.

Additionally, if you have a retirement plan such as a 401(k) or pension with a previous employer, our Financial Professionals can assist you with an IRA rollover so you can keep these assets working productively.

If you’re a business owner, your company is probably one of your most valuable assets. It’s also a key consideration when planning for retirement. We can help you find a retirement plan that suits your needs as a business owner.

When you’re ready to start enjoying your well-earned retirement, we can also collaborate with you and your tax and legal advisors to create a plan for exiting your business.

Retirement Calculator

Get a picture of your retirement planning needs with our online calculator.

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