Reduce your Tax Bill.
Your Tax Bill can be reduced by contributing to a Pension plan. When you arrange a Pension, you are not only availing of valuable tax incentives, but you are also creating a fund to help provide financial security in your retirement years. The earlier you start your Pension Planning the easier it is on your budget, the important thing is that early or late, you do start it.
What to look out for
When you are planning for your retirement funding there are a number of areas that need to be considered; these include the level of risk you are comfortable taking with your money, choosing funds to meet this level of risk, and the flexibility of the Retirement Plan to meet with any changes in your circumstances going forward
How we can help
We can help you in planning for your Retirement by evaluating your present personal and financial situation, establishing your financial objectives, and developing a plan to suit your individual needs. Once the plan is in place it is of utmost importance that it is reviewed regularly into the future as your commitments and goals may change along the way.
Take advantage of the tax efficiency of Pension contributions now while planning for financial security in your retirement years.
Contact our Financial Advisor Mary Brennan QFA to discuss your Financial Plan and aim for Retirement Security.
Mary Brennan, QFA. Financial Advisor,
Jim Mannion & Co (Insurances) Ltd. Bawn Street, Strokestown. Co. Roscommon. 071 9633174 or 086 0203005.