Financial Services Annuities Asset Protection Charitable Giving College Funding Estate Planning Fixed Indexed Annuities IRA & 401(K) Assets and Planning IRA, 401(K), and 403(B) Rollovers Lifetime Income Planning Retirement Income Planning Safe Money Options Social Security Request an appointment To request an appointment, fill in the contact form or call us at (310) 377-0668 Contact Us About Us Financial Services Insurance Services Resources WEEKLY NEWSLETTER Understanding Annuities: Turning Retirement Savings Into Reliable IncomeThe Retirement Wildcard: How Healthcare Costs Can Impact Your Financial FutureThe Retirement Income Plan Most People Think They Have — But Don’t IRA ARTICLES Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report MailbagFatal Error: Mistakes That Cannot Be Fixed – Part 2Act Quickly to Avoid Double Taxation on Excess 401(k) Deferrals