INSURANCE CENTRAL & Robert Rodriguez CPA/PFS, PLLC
IRA, ROTH IRA, TAXABLE TRADING ACCOUNTS
Investment Vehicles for Individuals & Small Businesses
ASK about the $255 or $655 Long -Term Investment Strategy ( Strategy to get you to $1mil or $3mil)
Need help saving more for retirement? Need sound advice?
A Tax Deferred Retirement Plan can provide the answer to defer up to $49k per individual owner.
Plan Advantages:
Larger Tax Defferals = Larger Account Balances at Retirement
Loan Availability on Tax Deferred Funds eliminates taxable event
Rollover IRA's & other retirement assets
Investment Advice & Enrollment in IRA, ROTH or Trading Account
General Recordkeeping, Annual Contribution Analysis Review, Consultations regarding legislative changes, plan enhancements.
Plus 401(k) Tax Consulting from local CPA.
Investment Vehicles for Individuals
IRA, ROTH IRA Enrollment Setup & Strategy, Taxable Account Strategies
Certified Public Accountant - Personal Financial Specialist on Staff
