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Retirement Income

Whether you’re 30 days away from retiring or 30 years, the most important thing you can do is start planning for your retirement today! The kind of retirement you envision is within your reach. With sound planning, durable strategies, and implementation of appropriate investment strategies for each individual’s circumstances, our team of professionals can carefully guide you in making important decisions regarding your financial future.

We can help you navigate the numerous retirement plan options before you:

  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • 401(k) plans
  • 403 (b)(7) plans
  • Defined benefit plans
  • Defined contribution plans
  • Money purchase plans
  • Pension rollovers
  • Profit sharing plans

At Holloway Investments, we create long-term retirement solutions with the consideration that markets are susceptible to a volatile economic environment.

We offer:

  • Conservative investment planning
  • Expected long-term results
  • Time-tested strategies

Will you have enough assets to retire comfortably?  Let us help you!

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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