Retirement Planning

Like most Americans, our Association members have the expectation that when we retire, we will be able to kick back, relax and enjoy the “good life.” We dream of traveling first class and walking on the tropical beaches of the world. We dream of eating in the finest restaurants and driving nice cars. We dream of being able to play an afternoon game of golf or tennis whenever the notion hits us. Is this not what we deserve after a lifetime of hard work? We all deserve to live life to its fullest both now and in the future.”  We expect to live longer and so does your Income.

Retirement Isn't Just An Event.

Here at Jackson Insurance Group, we can offer an affordable option to take control of your retirement/financial planning needs. With AHO, our flex suite, we can include life, critical illness, disability, terminal illness, and retirement all under one policy to enable financial securities. Insurance companies also have serval ways to secure your financial future such as: Annuities, Life Insurance, Estates, and IRA’s. 


Most frequent questions and answers

You know that you should be saving for retirement, but you may not know how much that should be. If you are worried that you are not saving enough, or wish that you could have a little bit more money to spend each month, you may be looking at your retirement contributions and wondering if you should adjust them.

Our parents grew up with the promise of Social Security when it came time to retire. Do you have the same luxury? Why do you need to pay Social Security? Find the answers to these questions and more.

It is important to understand the different types of IRAs in order to choose the one that will work best for you. A traditional IRA can lower your taxable income, but a Roth IRA can grow tax-free. Which one is right for you?

People say that the earlier you start saving for retirement the better off you will be. But does this advice apply when you are still attending school?

A pension plan is a retirement plan that your employer may offer in lieu of a 401(k). The pension will pay out a set amount depending on your salary and years of service. You may need to adjust your other retirement contributions if you are relying on a pension as part of your retirement.

Let Us Help You

There are so many opportunities and resources available to help you have the best retirement possible. Allow Jackson Insurance Group help you navigate your way to a successful retirement.