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401K/IRA
a. IRA Contributions
Cannot be more than:
- $5,500 ($6,500 if you’re age 50 or older), or
- your taxable compensation for the year, if your compensation was less than this dollar limit.
Contributions to traditional IRAs are tax deductible. Roth IRA contributions are not deductible.
Contributions can be made even if you or your spouse is covered by a retirement plan at work and your income does not exceed certain levels.
 
b. Rollover
401k to IRA
IRA to IRA
 
Product Highlights:
- Premium bonus: 5%, 7%, 8%, 10%,20%,22% depending on selected plans
- Market-linked growth without the risk of loss of premium
- Guaranteed lifetime income (optional)
- Tax-deferred growth
- Liquidity features
 
Please call one of our IRA specialists at (408) 218-1886 if you are interested in a rollover or an IRA contribution.