Tower Bridge Financial

Tower Bridge Financial

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We provide the best possible service for retirees and pre-retirees with a focus on keeping your principal safe.

02/28/2022

Does your have a (RMD)? An RMD is the minimum amount of money you must take out of your account each year.
RMD’s apply to accounts such as:

✔️ SIMPLE, SEP, and Traditional IRA’s
✔️ 403(b)’s, 457(b)’s, and 401(k)’s
✔️ Profit sharing plans
✔️ Other types of defined contributions plans

Be sure you know the rules - improper RMD withdrawal can cost you a 50% penalty.
Source: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds

Not Enough Time - Tower Bridge Financial 02/03/2022

We often think of in terms of years. We think about how there’s not enough time to do all the things we planned on doing. The same thought of “not enough time” also comes to mind when you lose some of your . Read our full blog to learn more:

Not Enough Time - Tower Bridge Financial We often think of how there's not enough time left to do the things we want. This same thought also applies when we lose some of our savings.

01/24/2022

Higher rates have led some retirees to consider the threat it may pose to their . So, what can you do now?
Consider Getting in touch with us for more opportunities to protect your retirement income. Calls us at: (916) 897-9258

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Telephone

Address


9300 W. Stockton Boulevard , Suite 210
Elk Grove, CA
95758

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm