Greenway FInancial Group
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  • Home
  • About Us
  • Services
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Lifetime Income
    • Life Insurance
    • Corporate America
    • Wealth Transfer
    • Long-Term Care
  • Alliances
  • Physicians
  • Business Owners
  • Events
  • Contact Us
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Corporate America

401(k) and IRA Solutions

Is Your Retirement Account Really Working for You?

A traditional Individual Retirement Account (IRA) is a personal tax-deferred retirement plan established for those who receive compensation or earned income from employment, those who are divorced or separated and receive taxable alimony or maintenance payments and have not reached the age of 70 ½. IRAs were created to provide individuals with the opportunity to build their own tax-deferred retirement savings program.

One of the downsides of IRAs is that every year, millions of Americans are forced to take a Required Minimum Distribution (RMD) from their IRAs and qualified plans starting at age 70½. This RMD, drastically decreases the amount that will be left for their beneficiaries after they’re gone.

Greenway Financial Group has a broad portfolio of IRA/RMD solutions that can give you the freedom to withdraw your RMD each year and still be guaranteed to leave at least 100% of the original premium as a death benefit through the age of 88, regardless of market conditions.

Would you like to take RMDs and still be guaranteed 100% of your original principal as a death benefit? We can’t change the RMD law, but we can give you the opportunity to leave a lasting legacy for those you care about the most.
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At Greenway, we work closely with our clients to help them make the best decisions possible about income & retirement planning regardless of current economic conditions. We are passionate advocates for our clients and believe deeply that they should retain, grow and transfer all that they have worked so hard for. Contact us today and let us craft an individualized retirement income plan that is as unique as you are.

Are your earnings working for you?

You've worked hard for your income, so shouldn't your earnings work hard for you? You have options. Meet with us to learn about 401(k) and IRA solutions.

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(800)750-7581
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          1410 Triad Center Dr.
          St. Peters, Missouri 63376
          (800) 750-7581
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Greenway Financial Group, CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.  Please be advised that presently Daniel Roemerman holds Series 7 and 66 licenses in Arizona, Illinois and Missouri. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Daniel Roemerman before proceeding further.
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