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Products & Services

At The IRA Specialists, we provide assistance in the following areas:

Investments

  • Stocks, Bonds, Mutual Funds
  • IRAs (Traditional, Rollover, Roth, SEP, Simple) 
  • Variable Annuities
  • Fixed Annuities
  • REITs

Financial Planning

  • Retirement Planning
  • 401(k)/403(b) Planning 
  • College Savings Plans
  • Estate Planning
  • Profit Sharing/Defined Benefit Plans
  • Debt Management

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care Insurance 

Tax Planning

  • Tax Credit Investing
  • Tax Strategies
  • Roth Conversions

Maximizing Social Security Benefits

  • When should you begin collecting your benefits?
  • Spousal benefits
  • Medicare

Comprehensive Beneficiary Designation Review

  • Do the designations on your accounts align with your estate plan?
  • How do the custodial default instructions align with your estate plan?
  • Do you have a sufficient contingency plan in place?

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.