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リタイアメントプラン、年金

田口にご相談ください

私は、個人、個人事業主、企業のリタイアメントプラン、年金プランを取り扱っております。

また、企業の場合は、年金と、健康保険・労災保険・生命保険を組み合わせた、福利厚生プランのお世話もさせていただいておりますので、お気軽にご相談ください。

個人のリタイアメントプラン

  • Traditional IRA*
  • Roth IRA*
  • IRA Rollover*
  • 401(k) Rollover*
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities*

企業、個人事業主のリタイアメントプラン

  • 401(k), 403B*
  • Roth 401(k)*
  • 412(i)*
  • Single 401(k) Plan*
  • SEP IRA, SIMPLE IRA*
  • UNI-K Plan*
  • Profit Sharing Plan*
  • Defined Benefit Pension Plans*

ご相談は田口まで、お気軽にどうぞ。

 

Securities and insurance related services and quotes may not be provided to individuals
residing in any state not listed below.
This information is intended for use only by residents of the following states:
We are registered to sell Insurance Products in the following states: California
We are registered to sell Securities in the following states: California

*Variable Products and Mutual Funds are not insured by the FDIC;
may involve investment risk, including the possible loss of the principal amount invested.
You may obtain a current prospectus, which contains more complete information about the
investment companies being offered, from your financial consultant.
Please read the prospectus carefully before investing.
All products and features may not be available in all states.

*Securities offered through SCF Securities, Inc. (800) 955-2517
Member FINRA/SIPC
OSJ Branch Office 1218 El Prado Ave. #134 Torrance CA 90501
Tel (310) 320-0588 Fax (310) 320-0622
Reavan's Financial Services and SCF Securities, Inc. are Independetly Owned and Operated
.
Tracy Taguchi is a registered representative of SCF Securities, Inc.

© 2006-2008 Tracy Taguchi, All Rights Reserved