Retirement Income Specialists - The Local IRA Rollover Expert
Retirement Income Specialists, located in Ventura, California, is a financial services firm focusing on enabling clients to retire comfortably, protect their assets and provide for their loved ones while maintaining sufficient income to meet life's daily challenges. Through our experiences we have become experts in IRA rollovers and 401k rollovers.
While Retirement Income Specialists is best suited to work with individuals who are retired or are planning to retire within 15 years in the Ventura County area, including Ojai, Oxnard, Camarillo, Westlake Village, Thousand Oaks, and Ventura, we welcome business from clients of any age or location who deserve our advanced skills in managing their retirement plans, helping to transfer older retirement plans from previous employers or IRAs opened at various institutions, into a consolidated cohesive investment strategy to accomplish their financial goals. Whether you’re facing retirement—or looking to better understand certain investment ideas—Retirement Income Specialists can help you address your most pressing money questions.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. Thomas B. Swan at Retirement Income Specialists in Ventura will get back to you quickly with a thoughtful answer. You can also contact Thomas B. Swan at 805-644-3495.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A look inside the U.S. government's statistics on household net worth.
It's important to understand the pros and cons when considering a prepaid debit card.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Learn how to harness the power of compound interest for your investments.