Retirement Planning

How much do you really need to retire?

The key to saving and hitting your long-term retirement goals is staying focused and investing at regular intervals. We can help you understand the basics of savings fundamentals and how best to secure your retirement. Sometimes it’s as easy as setting up an automatic investment each month so you don’t have to think about it.

Prioritizing your goals and minimizing debt can be game-changers when it comes to planning for retirement. But it’s not always easy to stay on track. That’s why BirdRock is here to help guide you along the way and answer any questions you may have.

There are a few different options you may want to consider to help you plan and save for retirement.


IRA’s are a great way to save in a tax-deferred account. With a traditional IRA, you make regular contributions with money you may be able to deduct on your tax return. Any earnings can potentially be tax-deferred until you withdraw them during your retirement. If you’re over 50, you can make a “catch-up” provision and put in an additional $1,000 into your account each year. This is a great way to boost savings when retirement is not too far off.

Roth IRA

With a Roth-IRA, you make contributions with money on which you’ve already paid taxes. Your money can then potentially grow tax-free, with penalty-free withdrawals in retirement, provided that certain conditions are met. *

401K Rollover

If you’re changing jobs, which many of us will likely do many times over the course of our careers, we can help potentially help you by rolling over your 401K into an actual Rollover IRA. With access to a wide range of investment options and one-to-one personalized guidance, we can help you reach your retirement goals.


There’s no fee to open an account and no annual retirement fees to maintain your retirement IRA, Roth IRA, or Rollover IRA.**

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