Wealth Preservation & Safe Money Growth

Service Description

WEALTH PRESERVATION STRATEGY At Holt Family Insurance Group, LLC, our wealth preservation strategy and our approach to investing is considerably different than wealth management or financial planning in general. During the earlier years of life, the focus is on maximizing growth of your assets with potentially huge risks to principle (ie. 2011 and 2008). As individuals approach retirement, the focus shifts to interest protection, guaranteed income for life and continued safe growth of principle. This latter stage is where we specialize in helping our clients. We ensure 100% Protection of Principle and Interest Earned. ROLLING YOUR IRA OR 401(K) IN AN ANNUITY Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free, as long as you follow the IRS's requirements. Annuities funded with an IRA or 401(k) rollover are considered qualified plans. Using part of your 401(k) or IRA funds to buy an annuity can provide income in retirement. So many of our clients are sitting on small interest-bearing accounts for safety, or don’t want to tie up their money for a long time. We specialize in helping our clients protect their wealth from any losses with the ability to grow interest safely, while still having plenty of resources available. Contact us to discuss how we can help you have an opportunity to do the same.

Contact Details