by Sean Dailey | Aug 4, 2017 | Retirement Planning
The choice between taking your pension as a lump sum or company annuity can highly impact your retirement. More and more companies are offering a choice between lump sum and company annuity. Before you make your decision, you should carefully consider what is best for...
by Sean Dailey | Jul 14, 2017 | Retirement Planning
What does a rollover really mean for you and your savings? What is a rollover? Rollover is transferring a pre-retirement payment from one retirement savings account to another without paying the taxes on the money at that time. Rollover can be a great way to move your...
by Sean Dailey | Jul 7, 2017 | Financial Planning, Retirement Planning
Social security is an important aspect of your retirement plan but when is the right time to start collecting? It is crucial to think about how your social security will be used. The timing of collection could be different based on how much you will be relying on...
by Sean Dailey | Jun 30, 2017 | Financial Planning, Retirement Planning
The question that’s on everyone’s mind: how much should I be saving for retirement? The reality is, there is no one-size-fits all answer. Saving for retirement is a very personal and individual matter. Consider the lifestyle you have, want to have and also how that...
by Sean Dailey | Jun 26, 2017 | Retirement Planning
Discussing retirement can often lead to the question: where is the right place to retire? Miramontes Capital is ready to lead you in the right direction. To start, beautiful southern California is home to more retirement-ready areas than you may think. Every...
by Sean Dailey | Jun 14, 2017 | Retirement Planning
Retirement is a big step in your life, so it is important to be well-informed on every aspect. Many people go into their retirement years thinking they know all the necessary information to help them through. Unfortunately, there is still a lot they find they find...