Annuity

401(k) Rollover

Maximize your Retirement with a 401(k) Rollover   When you leave a job, why would you want to leave your retirement savings with your previous employer? A 401(k) rollover allows you to transfer your existing retirement account into another retirement account without being hit with tax and withdrawal penalties. If you are starting a new.. Read More →

Annuities

Create a Guaranteed Lifetime Income with an Annuity in San Diego With the decline of defined benefit plans and increased popularity of defined contribution plans, such as 401(k)s, responsibility for managing retirement savings has shifted from the employer to the individual. Advances in medicine have resulted in increased longevity – today’s retirees may spend 20,.. Read More →