Retirement Income Specialists - The Local IRA Rollover Expert
In 2009, Thomas Swan founded Retirement Income Specialists to help retirees and soon to be retirees ensure that their retirements provide them with financial peace of mind and security they need to enjoy their golden years.
At Retirement Income Specialists Financial we believe that it isn’t the amount of money you have saved, rather the amount of income you can safely withdraw each year that truly make the difference in retirement. At Retirement Income Specialists you’ll work with our Team of experts, including financial expert, trainer and founder Thomas Swan to create a sound financial plan that is designed to help you protect, grow and enjoy your life savings through retirement and beyond.
At Retirement Income Specialists Financial, we work with our client's to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
- Retirement Income & Social Security Maximization Planning
- Advance Tax Planning & Minimization Strategies
- Investment & Risk Management Strategies
- Emergency Planning
- Estate & Legacy Planning
We see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Retirement Income Specialists we'll work with you to help you create a sound financial plan that is designed to help you achieve your financial goals with minimal risk and a high probability of success. At Retirement Income Specialists our promise to you is simple; to serve you to the best of our ability, protecting your interests above all others.
Discover what it means to have a custom tailored financial plan that is designed specifically for you and your needs, and is designed to provide you and your loved ones with security and peace of mind for years to come. Call Today (805) 644-3495.
At Retirement Income Specialists, we help you make dollars out of things that make no sense!
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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Here’s a guide to explain all the parts of Medicare.
It's important to understand how inflation is reported and how it can affect investments.
For homeowners who think their property taxes are too high, there are ways to appeal.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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You’ve made investments your whole life. Work with us to help make the most of them.
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