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    IRA & 401(k) Rollovers

    When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

    Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.

    If you determine to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

    Complimentary Guide
    "Building Your Fiscal House To Weather The Elements"


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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

    Mark Arola holds California insurance license No. 0D69128. Arola Associates Financial & Insurance Agency is a business holding California license No. 0i72722.

    The "10 Things to Know About Planning Your Retirement Income" Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims-paying ability of the issuing insurer.

    CA License # 0D69128

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor