Shurwest

History

Insurance & Annuity sales since 1982. Estate Trust planning since 1992. We have handle tax matters since 1994. We have help people in regard to financial concerns pertaining to their investments, probate, health issue and tax matters. For example, we have shown folks, maybe like you, how to move their 401K's. For one good reason, because they are tired of seeing the market go up in one quarter and go down in the next quarter. Mostly, when they are close to retirement and looking in how they are going to handle the future. For your information, you can move your 401K over once you reach the age of 59 1/2 into a program more suitable for your situation, without the concern of market losses but with steady returns. For example, 6.25% rate lock in for ten years. A 401K roll over of $200,000 into an IRA in ten year would grow to $366,412 (at the of age 70 1/2) and provide a monthly income of $1,526.71 per month that you can never outlive plus your Soc Sec income.

Specialties

Estate & Financial Planning, Tax matters, Trust Planning, Index & Fixed Annuities for folks who have IRA's, 401K, Roth IRA's, CD's or savings.