top of page
Landmark Tax & Investment Services Inc. logo
  • Facebook

INVESTMENT SERVICES

Accumulating Wealth

  • Mutual Funds

  • Annuities - Fixed, Variable, Indexed

  • Exchange Traded Funds (ETFs)

  • Managed Accounts

  • REITS - Real Estate Investments Trusts

Senior couple relaxing on a beach during vacation

Retirement Plans

  • Traditional/Roth IRAs

  • Simple IRAs

  • Simplified Employee Pension (SEP)

  • 401(k)

    • Roth 401(k)

    • Safe Harbor 401(k)

    • Single Person 401(k)

  • Profit Sharing and pension

  • 401Ks Rollovers

  • IRA Rollovers

  • 403(b) TSAs

  • Small Business Plans

Insurance

  • Life Insurance 

    • Term

    • Whole (UL)

    • Variable

    • Universal

    • Variable Universal

  • Disability

  • Long Term Care

TAX SERVICES

Tax Returns

  • Individuals

  • S-Corporation

  • LLCs

  • Small Business

401(k) Rollover Services

Changing jobs? Retiring? Recently laid off?

Selecting a distribution option for your 401(k) plan can be a critical decision.  Selecting the way you receive your distribution before evaluating all your options can be a costly mistake.

FREE 401(k) Rollover analysis offer including:

  • Exploring your distribution options

  • Avoiding the 20% withholding trap

  • Discovering how to take control of your retirement savings

  • Lean how to stretch your IRA benefits to your heirs (an option not available in a 401(k))

  • Deciding whether a rollover IRA is right for you

  • Discuss how to access your retirement assets prior to age 59 1/2- WITHOUT A PENALTY

bottom of page