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IRA Specialist
The Rollover Professionals
IRA Specialist

Phone number: (925) 463-4895
Email: info@RonaldCEdwards.com

IRA Specialist, Financial Planning Consultants, Pleasanton, CA

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IRA SPECIALIST BLOG

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THE 5 BIGGEST RETIREMENT MISTAKES

(and tips on how to avoid them)

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Rollover Options
  • Trustee to Trustee transfer

    Under this method your 100% of your funds go directly from your employer plan to your IRA account.

  • Direct Rollover

    Under this method your funds go directly to "you" and you have 60 days from the date you receive your check to deposit it in an IRA account.

  • Keep funds in your old 401K

    Most employers allow you to keep funds in your old 401K ,however there are a few things to consider.

  • Lump Sum Withdrawal

    There are huge tax penalties incurred on withdrawals from you 401k or 403b account.

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IRA Rollover Experts - IRA Specialist

Why Us? We offer some of the best 401k and IRA Rollovers on the market today! Benefits include a Guaranteed Match of up to 20%, Guaranteed Growth and Guaranteed Lifetime income which will continue to pay you even if your account falls to a zero balance over time! Contact us for a Complimentary Consultation today!

Important Disclosures and Policies

Contact Information
  • Phone number:
    Office: (925) 463-4895
  • Fax:
    (925) 405-9300
  • E-mail:
    info@RonaldCEdwards.com
  • Business Address:
    4900 Hopyard Rd., Suite 100
    Pleasanton, CA 94588
    United States
  • License Information:
    Ronald C. Edwards
    CA Insurance License #0670963
    NV Insurance License #174081

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Office Hours

Our IRA Rollover Specialist are here to assist you!
Mon-Fri 8:30am-6pm
Closed holidays & weekends

IRA Specialist, Financial Planning Consultants, Pleasanton, CA

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