Investment services in and around Mars
State Farm Can Help With Your Financial Aspirations
State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.
Retirement and IRAs
State Farm offers two different IRA options, specifically Traditional and Roth, that have distinct qualities, yet both allow your earnings to grow tax deferred. To help you understand which may be right for you, State Farm agent Mark MacTaggart in Mars, PA is here to help!
Investment Services
Depending on your preferred level of involvement in handling your financial matters, whether you like figuring things out on your own or prefer more guidance, there are different levels of support available to you. Contact agent Mark MacTaggart in Mars to learn more about how they can assist you.
Education Savings Plans
Interested in how to begin saving for higher education? It may be time to think about available products and services for your spouse, a friend, or yourself.
Estate Planning
Your goals may include things like providing income to family members upon owner's death, providing for a special needs individual, providing cash payment upon death to cover expenses, and more. Preparation can help make these goals more attainable.
Annuities
If you decide that an annuity may be the way to go, there are some different options depending on your current stage of life and your future goals. Local registered agent Mark MacTaggart is happy to help you examine your options.
Business Retirement Plans
As a business owner you have options to select from to offer your employees retirement benefits. Some specifics to keep in mind are how many people you employ, whether employees and/or employers are able to contribute, and if there are annual operation costs or administration fees. For further assistance examining your options, your local State Farm agent Mark MacTaggart is happy to help.
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Simple Insights®
Potential benefits of mutual fund investing
Potential benefits of mutual fund investing
Mutual funds have benefits for individual investors, including professional management, diversification, regular statements, and low investment minimums.
What to do if you win the lottery
What to do if you win the lottery
If you win the lottery, learn from financial professionals (and former winners) about what to do before turning in that winning ticket.