We are in the business of helping people. Using the best financial products and strategies, we've helped many families and businesses to preserve and create wealth. How may we help you? Since 1999, our insurance agency has served Brea and the surrounding California communities by protecting the people we work with just like we protect our own family members.
If you're not thrilled with your current retirement and insurance products, please contact us today. Raymond Lin and GAC Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Information provided is not intended as tax or legal advice, and should not be relied on as such.
If you're not thrilled with your current retirement and insurance products, please contact us today. Raymond Lin and GAC Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Information provided is not intended as tax or legal advice, and should not be relied on as such.
Services
Raymond has achieved international recognition four times as qualified member of Million Dollar Round Table (MDRT). Raymond has educated thousands of clients on how to capture the market up potential without market risk by using Fixed Indexed Annuity as a part of their retirement planning product. This innovative retirement product also has the attractive feature is to provide guaranteed lifetime income to the clients.
Are you looking for a guaranteed "paycheck" for the rest of your life? Does guaranteed annual compound yield of 5% - 7% sounds too good to be true? Which insurance company has the highest "paycheck"? Annuity is the only product that can offer Guaranteed Lifetime Income. Although annuity is not for everyone, but many annuity owners found annuity is a very powerful financial product which can help them achieve their retirement dreams.
Although annuities and IRAs are great products to accumulate funds for retirement, at death the value passed to heirs could be lost by 70% due to income and estate taxes. If you do not need all the income generated from your annuity or IRA for retirement purposes, there are tax efficient ways to maximize the amount that will pass to your heirs at your death.
Required Minimum Distribution (RMD) Maximization Strategy is similar to IRAs and Annuities Maximization Strategy. If you do not need your RMD in order to maintain your current lifestyle, we can help you significantly increase the after-tax RMD funds to your grandchildren or favorite charity by using life insurance.
If you have changed jobs or retired, the previous employer savings plan (i.e., 401(k), 403(b), government 457, Thrift Savings Plan, etc) can be rollover to a new IRA. IRA allows your money continue to grow tax-deferred until you withdraw it from the account. An IRA also gives you variety of choices for you to grow your money.
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