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Newsletters
  • Four Numbers You Need to Know Now
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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Percy E. Bolton Associates, Inc. is in the business of helping retirees live a better life.

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 Percy E. Bolton Associates, Inc.,  1122 East Green Street, Pasadena, CA 91106,  866-610-5559, pebmailbox@percybolton.com



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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