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Company Profile
Jon Rosenthal
Your Arizona Rollover Retirement Specialist
Company Name: |
Jon Rosenthal 5938 E. Windstone Trail, Cave Creek, 85331 (480) 4733774 www.arizonarollover.com Financial Services |
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What do you do with your pension or 401(k) now?
When should you start looking for help when it comes to your
retirement money?
What are your options when you leave work?
1) Withdraw the money and stick it in the bank? No, you’ll lose 20% of it right away to withholding – and you’ll pay huge income taxes later.
2) Leave the money in the plan? You’re giving up control and flexibility. You may not be able to quickly access your money or do what you want with it.
3) Roll it over into an IRA – with no tax penalty, with continued tax-deferred growth, with total control over your money.
You may want to consider the benefits of an IRA rollover whether you’re retired or still at work.
Jon Rosenthal can help you roll over your retirement money and show you how to invest wisely and plan for lifetime financial independence.
He’s done it for over 20 years. He’ll show you how an effective rollover can help you protect your savings and keep your money growing to provide income for your retirement.
Easy access
Jon makes it easier for you to plan your financial future – he’ll come to you. Home... office...favorite café...when it comes to a meeting, Jon gives you the option of choosing a place and time that’s most convenient for you. Call to schedule an appointment today.
Call Jon today at 480.473.3774.
5938 E. Windstone Trail • Cave Creek, AZ 85331-6054
480.473.3774 • www.arizonarollover.com • Jon@arizonarollover.com
Securities offered through United Planners’ Financial Services of America, Member FINRA/SIPC.
