Peace of Mind comes from knowing that your retirement assets help generate predictable income each and every year. John McCartin of McCartin Financial has made a commitment to stay educated and knowledgeable about the solutions to the financial challenges of retirement planning.
John is a strong client advocate and demonstrates a passion for the services he provides by implementing them in a warm, caring and compassionate manner that generates a high degree of client satisfaction.McCartin Financial is a professional firm designed to assist retirees in helping to protect their assets and standard of living.
John is a strong client advocate and demonstrates a passion for the services he provides by implementing them in a warm, caring and compassionate manner that generates a high degree of client satisfaction.McCartin Financial is a professional firm designed to assist retirees in helping to protect their assets and standard of living.
Services
McCartin Financial specializes exclusively on meeting the financial needs of those age 50 and over. Estate Strategies including assistance with living trusts and the possibility of eliminating estate taxes. Retirement Strategies explaining methods to invest in or receive money from IRAs, rollovers, and pensions.
For more than 30 years John McCartin has been dedicated to assisting San Diego residents resolve the financial issues that arise with retirement. John specializes in Retirement Income Planning and his goal is to provide financial strategies that will bring improved financial confidence and may bring a new level of comfort to retiring.
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs available for specific needs, and has.
How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them.On the other hand, mature Americans must contend with worrisome issues such as. All written content on this site is for informational purposes only.
How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them.On the other hand, mature Americans must contend with worrisome issues such as. All written content on this site is for informational purposes only.
The IRA is a handy place to consolidate all of your retirement funds. It can help you stay in control by not having to keep track of several company plans and IRAs and the beneficiary and withdrawal options with each plan. You won't have to worry about required distributions from both your company plan and your IRAs once all the funds have been rolled to an IRA.
An annuity is a contract sold by life insurance companies that guarantees a fixed or variable payment to an annuitant either immediately, or at some future time - usually retirement. Annuities accumulate tax-deferred however; funds may not be withdrawn until the age of 59 without incurring a 10% penalty.
Reviews (1)
Andrew T.
Mar 26, 2013
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I cannot actually attest to his success as I am not a client of his, I just wanted to say he was kind enough to spend over an hour with my girlfriend and I this morning, talking us through investment strategies, simply because my girlfriend's mother is a client of his and she mentioned we were looking to educate ourselves about this sort of thing.
He was extremely friendly and helpful, and very happy to give up his time helping 2 people he knew were not going to ask for his services.
If you are in need of a financial advisor, I can certainly recommend making an appointment and going by to
He was extremely friendly and helpful, and very happy to give up his time helping 2 people he knew were not going to ask for his services.
If you are in need of a financial advisor, I can certainly recommend making an appointment and going by to
