Retirement
What does retirement mean to you?
Does your personal retirement plan include travel, a new business, or a vacation home? Let us help.
Individual Retirement
JGC’s team of experienced planners will help you make the most of your retirement program, including your 401(k) or Oregon PERS retirement benefits. We will help you make the most from your monthly contributions by choosing the right mix of investments for your personal retirement plan, determine your risk tolerance so you’re balanced even during tough market conditions.
Employer-Sponsored Retirement Plans
Good people are essential to successful companies. Employers like you agree how costly and unproductive employee turnover can be. Whether you’re a for-profit, not for profit, or public-sector employer, you have the same goal when it comes to employees: attract and retain quality people who will fulfill your organizations long term goals. We can help! We have years of boots-on-the ground experience working with small and medium employers. We can help you design, implement, manage assets, and deliver ongoing administration for whichever plan you choose.
Self-Employed Plans
It’s time to choose the right plan. When you’re in charge, choosing the right Oregon self-employed retirement plan is important. The type of business you own, average salaries and ages, number of employees, seasonality and other factors all affect your options. We’ll get to know you, your life, your work, and your goals to find the best fit. You’ll be on the path to the retirement you’re looking for. Here are some of the self employed retirement plans we’ll review with you. Flexible investment options are available for all of these plans.
○ SEP IRA
○ SIMPLE IRA
○ Individual 401(k)
○ Regular 401(k) with pre-tax and Roth contributions
○ Other pension/profit plans.
What to bring to your first appointment:
● Retirement Lifestyle Workbook
● Last three years tax returns
● Bank and investment account statements.
● Social Security and Oregon PERS statements
● Loan and credit card statements
● Life, disability, and long-term care insurance information
● Estate planning documents (will, trust, power of attorney, medical directives)
Contact us today
JGC Tax & Wealth Management (“JGC”) is an investment advisor registered with the US Securities and Exchange Commission. JGC provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of JGC’s Client Relationship Summary and ADV Part 2A brochure document. The information contained on this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products. Prior to taking any action, all investors are encouraged to consult with the appropriate professionals before implementing any investment, tax, and legal strategy.
All accounting and tax related services are provided separately through Johnson Glaze & Co., an affiliated accounting firm. Johnson Glaze & Co. accounting and tax services are separate from the wealth management advisory services. Investment advisory clients are under no obligation to engage Johnson Glaze & Co.