Additional Products and Services

 

Tax Sheltered Annuities, 403(b) Plans

*   IRA Consolidation / Rollovers

*  Pension Transfer / Rollovers

*  Solo 401k's, Sep and Simple IRA's

  Executive Bonus Plans

  Deferred Compensation Plans

*  College Saving Plans ( 529 plans)

*  Charitable Giving Strategies

*  Estate Conservation Strategies

*  Long Term Care Insurance

*  Mortgage Protection (utilizing Life and Disability Income insurance)

 

MetLife does not provide tax or legal advice. Please consult with your own tax or legal advisor for such guidance.