Chillicothe (740) 775-0600 Lima (419) 222-2424

Retirement Plans

Retirement Plans Information

Why start a retirement plan?

With modern technology and medicine, people are living longer than ever before. That sounds great, but it also means longer periods of retirement, during which you must pay for housing, food and more. It is important to start saving for retirement at an early age and having a plan in place before you are ready to retire.

Did you know 92% of working households do not meet conservative retirement savings targets for their age and income based on 401(k) and IRA balances alone?* Do you have a plan? It's not too late to start planning for your financial future. We provide many different avenues to help you save depending on your needs. Some of those ways are through: IRAs, mutual funds, annuities, 401(k) rollovers, and more.

Are you ready to retire? Do you have a full plan? We can help walk you through this process and provide professional counsel and products to help you achieve your financial goals.

We're here, for you. We also provide Group 401(k) and Pension Plans for employers. If you would like to learn more, please contact our office to speak with a licensed agent.

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Federal income tax laws are complex and subject to change. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. 

*The Retirement Savings Crisis: Is It Worse Than We Think? 2013