At Randall Wealth Management Group, we pride ourselves on being a small, family-owned firm. When we develop a new relationship, we look at it as lifelong and treat the client like family. It takes time to cultivate meaning and trust within the scope of the advisor/client relationship. All of our efforts are geared towards gaining the confidence of our clients through our ability to provide appropriate financial solutions to each area of their financial picture. Each client receives individualized care from our team of financial professionals. We specialize in retirement planning and investment services in Long Beach, CA. Our Retirement Planning Software creates a realistic projection of what an individual’s retirement will look like and identifies potential concerns.
A traditional individual retirement account lets individuals direct pre-tax income toward investments that may grow tax-deferred to save for retirement. During retirement, the owner of the traditional IRA pays income tax on withdrawals.
Roth IRA resembles a traditional IRA but with non-tax-deductible contributions. Tax-free withdrawals occur at retirement. Ideal for individuals expecting higher taxes in retirement.
SEP IRA is a plan for employers or self-employed individuals. It allows higher annual contributions compared to standard IRAs, nearly ten times more.
SIMPLE IRA is a retirement plan for small businesses. It enables employees and employers to contribute to traditional IRAs. Simplifies retirement savings for smaller companies.
We recognize the significance of location. You seek Retirement Plan Rollover professionals in your vicinity who can readily cater to your needs. Randall Wealth Management is pleased to provide Retirement Plan Rollover Services in the following areas:
Rollover IRAs offer various benefits, depending on specific factors. A financial advisor can assist in exploring options, maximizing savings, and minimizing fees. Contact us at (562) 552-3367 for personalized assistance.