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.
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This worksheet can help you estimate the costs of a four-year college program.
Being healthy not only makes you feel good, it may also help you financially.
A quick look at how federal income taxes work.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?