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!
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A four-step framework for building a personal legacy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The uncertainties we face in retirement can erode our sense of confidence.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.