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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.

 

Helpful Content

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A Primer on Dividends

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?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

Healthy Body, Healthy Pocketbook

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TIPS for Inflation

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Making Sense of U.S. Household Net Worth

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Weighing the Benefits of Prepaid Debit Cards

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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

An Arm and a Leg

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.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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