Retirement Plans

Are you planning to retire in the near future? We can help you explore the following questions:

  • Should you rollover your 401(k) to an IRA?
  • Will you benefit from a Roth IRA conversion?
  • When should you apply for social security benefits?

Advisory services are offered through Spectrum Capital Investment Group, Inc., a Registered Investment Adviser registered with the Securities Exchange Commission.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

clientservices@putmancpa.com | 949 502 6700

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