7 Ways to Maximize Your City of Jacksonville 401(a)

You've worked tirelessly to save up for a comfortable retirement. Why let Uncle Sam get his hands on what you worked so hard for? We hope to utilize every good, legal, and moral tactic to help you limit your tax burden.

Don't Overpay Uncle Sam

Once you know your tools, you’ll get on the fast track to achieving your goals. See what tools you can use and how you can master them.

Utilize Tools to Plan

Use precise tactics to get the most out of your retirement nest egg as possible. We aim to guide you not just with your pension, but with your whole retirement picture.

Plan with Precision

Once you've read our basic tips on maximizing your 401(a), reach out to us, and with a hands on approach, we can take additional steps to insure you're maximizing your full retirement benefits.

Check the background of your financial professional on FINRA’s BrokerCheck.

Osaic Wealth’s Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This communication is strictly intended for individuals residing in the state of Florida. No offers may be made or accepted from any resident outside the specific state(s) referenced.

This site is published for residents of the state of Florida and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. © 2024