Retirement & Benefits

Retirement & Benefits

Investing isn't a sprint - your final stretch could last decades, and so should your investment strategy.

 

"Why do I like Stockcross? Good service, less expensive commissions, prompt trades and detailed statements."


W. Hansen, 71
Retired Steamfitter

StockCross Client

StockCross Retirement Solutions

Aim to Turn Your Golden Years Platinum

If your retirement is 10 years away - or 40 years in the distance - that is too long to be on a stock market white-knuckle ride. There may be countless record highs and dramatic sell-offs between today and the day you stop working, so you need to come up with a plan. Welcome to StockCross Retirement Solutions.

Whether you need slow, steady, long-term growth; or you are looking for an aggressive surge to try to make up for lost time; StockCross Investment Specialists will help you custom-build a strategic plan that is right for you. We will account for the highs and lows that will come; so you can keep your attention where it needs to be - on your family, your friends, your career and yourself.

Which Plan is Right for Me?

Do you have multiple 401(k)s from previous employers? Have you inherited money from a spouse, parent or family member? Is your life's savings sitting in a bank account? No matter what your situation, StockCross will help you create a portfolio that is organized, diversified and unified to meet your retirement goals.

Traditional IRA

This is a retirement option for investors who chose not  to contribute to a Roth IRA. Make contributions up to $5000 ($6000 if you are 50 or older) before April 15 of the following year.
Learn More

IRA Rollover

The funds you picked as a 25 year-old might not make sense for your needs today.
  • Evaluate the performance of your existing tax-deferred retirement accounts (401(k), 457, 403(b), etc.).
  • Liberate them from your former employers
  • Reallocate the selections as necessary to align with your strategic goals.
Learn More

Roth IRA

Take your post-tax earnings and fund this retirement plan up to $5000 ($6000 if you are 50 or older) per year with no tax penalties for early withdrawals. To see if you're eligible, click on the learn more button below.
Learn More




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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, 2010 Supplements and 2011 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Trade execution data can found by reviewing our Execution Quality reports viewable here

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2012.