Investment FAQ
How To Get Started
Looking for a local, trusted adviser to help turn your financial dreams into a reality? Look no further than Lake Central Investment Services. We understand that each of our clients has a different starting point, path, and desired destination. Let’s explore together.
It’s easy, simply click ‘contact us’ to your right and send us an email to set up an appointment.
We all have some sort of financial dream. Think about what yours might be. A cabin in retirement? Sending your child to college? Whatever your dream is, investing can help turn it into a reality.
Now! It’s never too early to start. Contact us today!
Everyone is different! However, know that contributing more early can make a big difference. We’ll discuss your specific needs during our conversation.
An Individual Retirement Account allows you to save money for retirement in a tax-advantaged way. An IRA allows an individual to save for retirement with a tax-free growth or on a tax-deferred basis.
An Individual Retirement Account allows you to save money for retirement in a tax-advantaged way. An IRA allows an individual to save for retirement with a tax-free growth or on a tax-deferred basis.
Assets are distributed from a former or current employer’s retirement plan such as a 401k, 403b, Simple, etc. The distribution is paid directly to another IRA (most commonly a traditional IRA) or to the investor. A rollover may or may not result in tax consequences. Consult a qualified tax advisor for more information.
LET’S BUILD YOUR FUTURE TOGETHER.