Should I Stay or Should I Go? Factors to Consider When Making Retirement Rollover Decisions
Should I Stay or Should I Go? Factors to Consider When Making Retirement Rollover Decisions
Should I Stay or Should I Go? Factors to Consider When Making Retirement Rollover Decisions
What should you do with your retirement money, like a 401(k), 457(b), 403(b), or similar plan, once you leave your job? A lot of people mistakenly think this is an easy choice, but that’s rarely the case.
Depending on your particular situation, you may have up to six – yes six – different options to choose from. So today I’d like to talk with you about each of those six options so that you can have a better understanding of your potential options and can make the best decision for you and your family
The Baby Boomer Dilemma An Expose of America's Retirement Experiment
Should I Stay or Should I Go? Factors to Consider When Making Retirement Rollover Decisions
Should I Stay or Should I Go? Factors to Consider When Making Retirement Rollover Decisions
If you’re an investor age 55+ and work for L.A. County, L.A. City or L.A. Schools with a portfolio of at least $100,000 in a deferred retirement account 401(k), 457(b), 403(b), Deferred Comp, DROP, or IRA are seriously seeking solutions to the retirement dilemma looming ahead.
This movie and eBook will give you the roadmap to achieving retirement success and protecting your hard-earned money from multiple retirement risks.
Call our 24-hour Consumer Awareness Hotline at 1-800-960-2667 to receive a FREE gift card to watch the full streaming copy of the film.
4 Keys Strategies To Protecting Your Assets From Excessive Taxation
Should I Stay or Should I Go? Factors to Consider When Making Retirement Rollover Decisions
4 Keys Strategies To Protecting Your Assets From Excessive Taxation
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Because your tax exposure will change throughout retirement, you need a tax strategy that: 1. Anticipates how and when you tap assets to cover your personal expenses. 2. Understand the range of taxes you will face at various stages. 3. Manages your actions so you pay as low a tax rate as possible
Colonial Life & Accident
Colonial Life & Accident
4 Keys Strategies To Protecting Your Assets From Excessive Taxation
At Colonial Life & Accident, we are constantly looking for new ways to help you potentially reduce taxes, create income, or pass on your assets to loved ones in a tax-efficient way. We celebrate Life Insurance Awareness Month in September, so there’s no better time than the present to discover how versatile and beneficial life insurance can be.
The SECURE Act 2.0
Colonial Life & Accident
The SECURE Act 2.0
CHALLENGE: The SECURE Act introduces roughly 100 new retirement rules for individuals and businesses, with various effective dates. Good planning requires a comprehensive review of the new rules and a strategy for investors to succeed in a shifting tax landscape.
Our Team
Antione T. Registered Financial Consultant & Employee Benefits Specialist
Antione began his career in insurance in February 2001 working exclusively with public sector employees as an employee benefits counselor with Colonial Life & Accident Insurance Company in which he maintains his license as an independent agent. In November of 2005, Antione launched the Circle of Wealth Company helping L.A. County, City, and School District employees protect, preserve, and perpetuate their retirement assets.
He's grown the firm and added several divisions including Wealth Concepts, The Total Rewards Insurance Agency, and the Center For Retirement and Benefits Education. Antione has dedicated 22 years to educating employees on making smart benefits and retirement decisions that protect that for which they've worked so hard for.
Tammy O.
Tammy began her insurance career in April 2000 at Janimo Insurance Company. In November of 1992, Tammy left Janimo and started her sales career as an agent with Freeman Insurance Ltd.
Vanessa C.
Vanessa began her insurance career in April 2000 at Hortense Insurance Ltd. In November of 2013, Tammy left Hortense and started her sales career as an agent with Gage & Richards Insurance Ltd.
Fill out the form with any questions you have about employee benefits or retirement and a benefits/retirement counselor will contact you within 48 hours!
Hours
Monday - Friday: 9am - 6pm
Saturday: 7am - 9pm
Sunday: Closed
