401(k), 457, 403(b) and IRA Rollover
If you have changed jobs or retired, the previous employer savings plan (i.e., 401(k), 403(b), government 457, Thrift Savings Plan, etc) can be rollover to a new IRA. IRA allows your money continue to grow tax-deferred until you withdraw it from the account. An IRA also gives you variety of choices for you to grow your money. We mostly using Fixed Indexed Annuity because of its important features that other financial products do not have:
If you are not happy with your old IRA, rollover your old IRA may be appropriate for you. IRS has limitation to all IRA owners are able to make only ONE tax free IRA to IRA rollover in a one year period (12 months from the date of funds received.)
Most people spent 25 to 30 years of their life time to accumulate their retirement account. In fact, their retirement account might be the second biggest asset besides their house. Principal protection is the number one concern for our clients. We have protected numerous clients hard earned money when market crashed in 2008. They have been benefited when the market is up and locked in the growth. We can help you protect your nest of eggs. If you are interested to find out how to protect your hard earned money with growth potential, also optional Guaranteed Lifetime Income benefits, call us today for a FREE consultation.
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135 South State College Blvd
Brea, CA 92821
5948 Temple City Blvd
Temple City, CA 91780
300 Corporate Pointe
Culver City, CA 90230
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