Money Management in Bothell A Must to Prepare for Retirement

Start of career is an exciting phase of life. Spending your hard-earned money is so gratifying that you do not want to limit the pleasure by saving some for the future. Moreover, retirement is nowhere in your thoughts with the various challenges and opportunities in the work place keeping you busy.

As an experienced financial advisor, Randy D Busch would like to stress upon you the importance of timely money management and retirement planning. Making adequate provisions for post retirement life with sensible money management helps Bothell, WA residents:

  • Maintain the envisioned lifestyle after retirement
  • Protect the assets acquired over their working life
  • Avoid burdening children and harming their financial future

We specialize in guiding people in retirement planning and money management in Bothell. Come to us if you too appreciate the wisdom of preparing for a financially secure retired life and need professional help for judicious money management.

Learn About IRA Solutions/Roth from Bothell Financial Planner

We can educate you about the traditional IRA solutions/Roth IRA plans that are available to you.

Are you wondering if you need to opt for IRA solutions/ Roth when you contribute to a 401k? Let us address your concerns and help you understand both options better.

Though you can invest in both the popular retirement saving vehicles, IRA solutions/Roth offer a few advantages over 401k. Those who invest with our IRA solutions/Roth in Bothell benefit from:

  • Bigger, better selection of investment options
  • Lower fees and expense ratios
  • Option of investing in individual securities or ETFs
  • More options for penalty-free money withdrawals

Get in touch with us today for more detailed information about traditional IRA solutions/Roth IRAs.

401k Rollover Options for Bothell Residents

Leaving a job, whether for moving to a new one or to retire, requires you to take a crucial money management decision. You have to decide what to do with the money in your 401k account.

We recommend 401k rollover to traditional IRA solutions/Roth IRAs. 401k rollover to IRA allows more flexibility in investment planning. We can help you make your 401k rollover in Bothell.

Our Edward Jones financial advisor will:

  • Assist in deciding the best-suited 401k rollover option
  • Open your IRA account and handle the formalities for rollover
  • Help you choose the mutual funds and other investments
  • Manage and monitor your 401k rollover IRA account

Overwhelmed by investment and money management for retirement? Planning a 401k rollover to IRA solutions/Roth in Bothell? Call Randy D Busch at (425) 415-1533.