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For 40 Years: "Our Goal is to Help You Reach YoursTM




Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules.

GET YOUR FREE COPY HERE


401K:
How can you transfer your retirement saving today, to have more control of them tomorrow.

401K: How can you transfer your retirement saving today, to have more control of them tomorrow.

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.

For 40 Years: "Our Goal is to Help You Reach YoursTM

401K Webinar Link
2021: Sate of The Market

2021: Sate of The Market

  • How did stocks perform?
  • What drove the market performance in 2020?
  • Where are we now?
  • What do financial processionals forecast for 2021?

Join us for our annuity webinar.

Click the link below for our webinar power point.

For 40 Years: "Our Goal is to Help You Reach YoursTM

State Of The Markets 2021
Annuities: What are they and how do they work?

Annuities: What are they and how do they work?


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.

Join us for our annuity webinar.

Click the link below for our webinar power point.

For 40 Years: "Our Goal is to Help You Reach YoursTM

Annuities Power Point