Qualified/Non-Qualified Investments

Knowing the distinctions amongst Qualified and Non-Qualified investments can cause significant variations in your post-tax returns. These investments are retirement accounts with tax benefits that work for your specific needs. A combination of qualified and nonqualified accounts can provide balance and flexibility to your retirement portfolio. Having a well-balanced mix of qualified and non-qualified assets to draw upon during retirement can provide balance and flexibility and can help you manage your tax liability.

Retirement accounts with tax benefits that work for your specific needs.

At Barnum, our professional financial advisors are available to discuss your retirement—whether that’s five or 50 years from now. We’ll develop a plan based on your current earnings and projected post-retirement budget, present options, and scenarios to you, and make a recommendation based on our expertise and your financial situation. No matter where you are in your life and career, Barnum’s tools and experience can help you create a retirement plan that reflects the way you love to live.

Other Retirement Planning Resources

Pensions

Employer-maintained retirment accounts with a set payout and distinct advantages.

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Life Insurance

In the event of an unexpected passing, protect who and what matters most- today, tomorrow and for years to come.

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Disability Insurance

Maintain your financial stabiltiy during a challenging period when you are unable to earn and income.

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