Brokerage Accounts

If you have money set aside and are trying to find the best way to manage it, a brokerage account may be a good option for you.

Types of Standard Brokerage Accounts:
Will we discuss status of my employer sponsored retirement plan regularly?
Most definitely! Part of our planning process is maximizing what your employer provides you and making sure your personal financial plan compliments what is currently set up.

What are the rules in withdrawing money from my qualified retirement plans?

Age 59 1/2 is the magic age when you can begin withdrawing from your qualified retirement plans. Any withdrawal before that age you will be penalized. At 70 1/2 you must begin withdrawals by a minimum amount called an RMD (Required Minimum Distribution). At OnPoint we take all that into account and make sure your future income is as high as possible.

Take control of your financial future