Smart IRA Rollover

PDF Downloads:

Are Insurance Companies Really Safe?
For many years, people have considered annuities to be a safe haven for their life savings. The following is a brief outline that reveals some of the reasons annuities and insurance companies are so safe.

Rollover Information
Do you have a 401(k), 403(b), a TSA, a Government 457 Plan, or just an IRA, then a "ROLLOVER" is something you need to know about..

Rollover Chart
This is a chart to give you information on where you can move your type of retirement account to another retirement account.

Securing your retirement with Annuities
Fixed Indexed annuities and fixed annuities to be some of the soundest retirement vehicles. Retirement annuities offer tax-deferred growth, and depending on how they are structured can guarantee principal and lifetime income to make sure that you do not outlive your money, and provide death benefit protection to support to your beneficiaries.

There is an additional benefit to retirement annuities that few people are aware of -- a benefit that is extremely important in retirement planning: Social Security Offset.

What is a 72t
How can I retire early and take money out of my 401k, 403(b),TSA, 457 plan and/or IRA without paying IRS the extra 10% "early withdrawal penalty" because I am NOT age 59 ½ yet?"

Pension Protection Act of 2006
This is the first comprehensive pension legislation in more than 30 years. Although designed primarily to help strengthen traditional corporate pension plans, it also includes a number of provisions that affect employer-sponsored plans, as well as a long-awaited provision affecting the tax-free status of 529 college savings plans. Understanding the law’s key provisions may help you make more informed decisions about your retirement savings.

Securities offered through Centaurus Financial, Inc., Member FINRA & SIPC, Supervisory Branch: 801 Sycolin Road, Suite 302, Leesburg, VA. 20175
(800) 699-0299.
This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined.
Insurance solicitations are intended for residents of the states of California, Wisconsin and Illinois ONLY. This website is not intended solicitation in any other state.