Investing for Retirement:
J.M. Forbes & Co. invests retirement accounts to complement a client’s non-retirement investments, forming an integrated plan. Often a person may accumulate multiple retirement accounts while lacking a coordinated investment strategy. Typically we can pull these together to form a single account, reducing the clutter of statements, and integrating investment planning into a coherent whole at a reasonable cost. When the time comes to use these funds we can also assist in making tax-efficient choices regarding withdrawals.