Are You Maximized?

As year-end approaches, it might be a good time to reflect on if you are allocating funds to be sure to maximize your contributions to tax advantaged accounts. If you can, you should consider making your contributions sooner rather than later. Even though you have until year-end to make contributions to your 401(k), or Tax Day for your traditional or Roth IRA, making early contributions to your retirement accounts will give your money more time to benefit from potential long-term compound growth. Call us if you would like to discuss how to put those funds to good use! We’re always here to help.

We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.

Contact Info

Our Company

Mark Jacobsohn

MA Ins License # 1714600
NH Ins License #0358723
ME Ins License #PRR79194

Relayer Benefits Group, LLC

MA Ins License #2074474
ME Ins License #AGN286468
NH Ins License #2369329

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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Mark Jacobsohn MA Ins License # 1714600, NH Ins License #0358723, ME Ins License #PRR79194/Relayer Benefits Group MA Ins License #2074474, ME Ins License #AGN286468, NH Ins License #2369329, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.