Financial Services Annuities Asset Protection Charitable Giving College Funding Estate Planning Fixed Indexed Annuities IRA & 401(K) Assets and Planning IRA, 401(K), and 403(B) Rollovers Lifetime Income Planning Retirement Income Planning Safe Money Options Social Security Request an appointment To request an appointment, fill in the contact form or call us at (310) 377-0668 Contact Us About Us Financial Services Insurance Services Resources WEEKLY NEWSLETTER U.S. Inflation Jumped 8.5 Percent in Past Year, Highest Since 1981A Recession Survival Guide for RetireesTax Breaks After 50 You Can’t Afford to Miss IRA ARTICLES 72(T) DON’TSINHERITED IRAS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAGWHEN THE FIVE-YEAR RULE APPLIES