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    Discover many of the opportunities available to help you plan for your financial future.

    To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 


    IRA & 401(k) Rollovers

    When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

    • Leave the money where it is
    • Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
    • Transfer the money to another employer plan (if the new plan allows)
    • Roll the money over into an IRA

    Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement.

    We can help you determine if a rollover is the right move for you.

    If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.


    To schedule a time to discuss your financial future, contact us at info@regentwm.com or call us at 877-457-4567 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

     

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    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.