Investing and Retiring | HSBC
Building your wealth for retirement, education or other financial needs
HSBC Securities (USA) Inc. ("HSBC Securities")1 can help open your portfolio to a world of unique insights and opportunities. We will work with you on an individual basis to develop a financial strategy based on your personal aspirations.
When it comes to investing, everyone has individual needs and goals. Whether you're planning to purchase a new house, start your own business or leave a legacy, HSBC Securities will help you work toward your goals.
Whether you're just starting to save or are nearing the time to turn your savings into retirement income, our financial professionals2 can help you develop a sound retirement strategy.
Education expenses for your children or grandchildren can be substantial. Fortunately, you can plan ahead through a range of tax-advantaged savings programs, including 529 College Savings Plans3.
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You'll receive personal attention from an HSBC Securities financial professional who can help you build and manage a financial strategy that leverages unique global insights from across HSBC's vast resources.
A qualified financial professional can help you develop an appropriate investment strategy based on your current finances and investment objectives. Start with a financial review today.
Find answers to common investment questions, definitions of frequently used terms, and other helpful information.
No matter how you plan to spend your retirement, find out if your savings and investments will give you enough income to enjoy life when you retire.
Use our calculator to help you determine how much money you'll need to support your new retirement lifestyle.
You have financial goals and plans for your family's future. Our calculator will help to show what your savings could be worth in the future and will suggest ways that may help you grow your wealth.
How much life insurance do you need? Use our insurance calculator to help you determine how much your loved ones may need financially when you're gone.
1 Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life and term life are provided by unaffiliated third parties and are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., which is a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.
|Investment, Annuity and Insurance Products:|
|ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES||ARE NOT FDIC INSURED||ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY||ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES||MAY LOSE VALUE|
All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.
Research backgrounds of brokers and brokerage firms for free by visiting FINRA's BrokerCheck website
2 Financial professional refers to Premier Wealth Advisors (PWA), Premier Relationship Advisors (PRA) and Financial Advisors (FA). PWA/PRAs primarily focus on a full suite of Premier products and services while FAs primarily focus on a full suite of Advance products and services. Both offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, through HSBC Securities (USA) Inc. and traditional insurance products through HSBC Insurance Agency (USA) Inc.
3 Tax treatment of 529 Plans sales varies from state to state and can be a major factor in deciding which plan to select. Broker-sold plans often contain sales loads and higher fees and expenses than direct-sold plans.
United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts - including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.
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