For 40 Years: "Our Goal is to Help You Reach Yours" TM
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Making a 401(k) rollover on your own can be a headache, and it may generate unanticipated financial consequences.
You have 60 days to pull it off, and you must come up with funds that you may not immediately have on hand to complete the process. Arranging a rollover with our help could mean less stress for you and allow you to retire without a sudden, unwanted financial concern hanging over your head.
Your decision about your 401(k) may turn out to be one of the major financial decisions of your life. We recognize that possibility, and that is why we are here to help.
We want to help you with your options and the income stream that your 401(k) savings could eventually provide.
Please join us for our 401K webinar and request our whitepaper on "Preparing for a Satisfying Retirement"
We are ready to help you figure out the next step with your 401(k), so you can make the decision that will feel right to you and your family.
Please clink on the link below to join our webinar.
Join us for our annuity webinar.
Click the link below for our webinar power point.
Protect and grow your retirement savings
Many individuals planning for retirement face a dilemma: in today’s low interest rate environment, how do you protect the money you’ve worked so hard for while continuing to grow your savings? A annuity may help you potentially accumulate assets for retirement and protect your savings from downside market risk.
Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.
Annuity contracts are purchased from an insurance company. In exchange, the insurance company makes regular payments to the buyer — either immediately or at some date in the future. These payments can be made monthly, quarterly, annually, or as a single lump-sum. Annuity contract holders can opt to receive payments for the rest of their lives or for a set number of years.
The money invested in an annuity grows tax deferred. When the money is withdrawn, the amount contributed to the annuity will not be taxed, but earnings will be taxed as regular income. There is no contribution limit for an annuity.