Tax-Advantaged Investing

Tax-Advantaged Investing

Multiple Tax Advantaged Investment Options

Whether you are planning for retirement, trying to reduce current income taxes or maximizing your current income, we offer access to a variety of tax-advantaged investment options for you.

With a 401(k) plan sponsored by an employer, employees can elect to invest a portion of their wages in a tax-deferred account. Additionally, employers may contribute to a 401(k) plan through employer matching contributions or a profit sharing program. Our Financial Consultants can provide guidance and direction on your specific plan to assist you in developing healthy financial habits for retirement.

Qualified Retirement Plans
A qualified retirement plan is one that meets the requirements of the Internal Revenue Code. These plans provide certain tax advantages to both employers and employees.

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Tax-Deferred Annuity
A tax-deferred annuity is an investment product issued by an insurance company. Under current tax law, you do not pay taxes on the earnings credited until the earnings are withdrawn. An annuity can accumulate interest in three different ways: on the principal, on your earnings and on the earnings you would have otherwise paid in taxes. Tax-deferred annuities are available in both fixed and variable form. Tax-deferred compounding allows your money to potentially accumulate faster than similar taxable alternatives.

Simplified Employee Pension (SEP) Individual Retirement Account (IRA)
With a SEP-IRA, the employer, not the employee, makes the contributions. Generally, the SEP-IRA is designed for self-employed persons operating as sole proprietorships, partnerships or corporations.


Get Started / Questions?

Learn more about a Self-Directed IRA and other ways we can assist you.  Contact the Financial Consultant in your area.

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* Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details.