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Retirement and Estate Planning

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Retirement Planning

Although most people know the importance of retirement planning, not enough of us actually do it. We know that retirement planning isn’t just about rolling over a 401(k) and investing in mutual funds; it’s about making sure you can live the life you envision.

Your Colorado Farm Bureau Insurance agent offers a wide range of tax-qualified and non-qualified retirement plans, along with other insurance services vital to any retirement plan, including:

  • Non-Qualified Flexible Premium Retirement Annuity
  • Single Premium Immediate Annuity (Non-Qualified & Qualified)
  • Roth IRA
  • Individual Retirement Annuity (IRA)
  • Simplified Employee Pension Plan (SEPP)
  • Savings Incentive Match Plans for Employees (SIMPLE IRA)

Estate Planning

You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for life’s inevitability. Many people prefer not to focus on their own mortality, while others simply do not believe they’re wealthy enough to have to worry about estate and gift taxes. In either case, not planning can be a huge mistake.

Fortunately, there are some simple estate planning strategies that can help make sure what you have spent a lifetime building and saving will be there to provide for generations to come. Contact a Colorado Farm Bureau Insurance agent to help you take those simple steps and develop a plan.

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