retirement is financial strength related, not age related
Our Expertise
At Numbers, we specialize in helping families and small businesses navigate current and future financial challenges, through planning, decision, and execution.
Rollover to Annuity
- Got a 401K Plan?
- Got Fired?
- Leaving current employer or a new (better) one?
- Retiring?
Roll your current funds in 401K plant to an Annuity account, tax free and penalty-free. Transferring funds from your 401K to an Annuity allows you to legally convert your retirement savings (investments) into a guaranteed income stream for life. Having an Annuity you give your financial Numbers the power to outlive you and not the other way around; plus inherit your loved ones with excess cash left behind.
Contribute to IRA
Got Earned Income from:
- Self-Employment
- Salary, Wages, Commissions, Tips
- No 401K Plan
You can make your own retirement plan by contributing to an IRA pan. IRA is a tax advantageous plan plus it gives you control over the investment. Over time, IRA can be rolled into Annuity.