Do I use a Traditional IRA or a Roth? - Pennsylvania Residents Only

Provided by Synergy Investment Group, LLC

We show PA residents how to evaluate the cost/benefit of this important decision.

Worried about terrorism, oil prices or the global economy's effect on you IRA?

We would like to show you how others are guaranteeing their principal while still participating in growth of equity indexes.

401K Rollovers

Do I have to leave my retirement money invested with a prior employer or should I have control over my future? How do I handle a lump sum distribution without a huge tax burden?

We can walk you through the alternatives.

TSA 403b

Not happpy with the volatility in your current plan?

Many programs can provide growth opportunities, but still guarantee your principal.

Contact Us for more details.