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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
However exciting retiring abroad may sound, it deserves considerable planning.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
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 died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.
Do you have causes that you want to support with donations? Here are three tips.