Long Term Care Planning in Tucson AZ

Planning for your retirement? Need to know how much you need to save? Call today at 520-230-3092 to find out.

Wealth Management Solutions

moore2Looking for financial/investment advice, accounting/tax services, or legal/estate planning? Moore Financial Services works with you and your financial experts to offer the best strategy for your money. Financial investing, we work with our clients based on that individual's financial situation, goals and comfort level with risk, to make sure they are comfortable with their investments and can make the most out of their portfolio.

Lifetime Asset Management

By looking at the big picture of your assets we are able to predict and make changes to your assets to make them grow even further. At Moore Financial Services we take pride in making sure everyone's financial goals are met and exceed so your asset gets the best return it can. Our asset managers will closely watch and manage your accounts 

Life Term Care Planning

Looking to the future? With all the options out there, how are you to know which ones are the best for you? At Moore Financial Services, we will sit down with you and make that daunting process simple and stress-free. No matter what stage of life you are in having a life term care plan is peace of mind for the future. 

401 (k) rollovers

When you roll over your old 401(k) you have the opportunity to monitor old 401(k) savings as part of your whole retirement plan. We offer wide range of investment options including stocks, bonds, ETFs, and CDs, plus help choosing them.

Retirement Planning

Signing Paper workDo you have enough saved to retire? At Moore Financial Services we can show you exactly how much you will need to retire, while living comfortably, and how to get there with our financial/ investing process. We will take the worry out of your planning.

 

Business Planning

A business plan is an essential road map for business success. This living document generally projects 3-5 years ahead and outlines the route a company intends to take to grow revenues. From marketing strategies to sales strategies, we can map out how to increase your business profit and grow your company.

Life Insurance

Are you covered? You never know when the end might be. At Moore Financial Services, we can get you the best policy so your family is not financially burdened, with burial costs and cost of living. 

Annuities

Need help deciding if a fixed or variable annuity is best for you? Come to Moore Financial Services today we will sit down with you and discuss all the options that are best for you and your growth.

 

Frequently asked questions

 

Can I lower my current income taxes with annuities?

Thousands of people save on income taxes every day using annuities. Working with a representative who understands income taxes is important in being able to help reduce your current income taxes. Everyone's personal income tax situation is different. Consult your tax professional before making any retirement planning decisions that may affect your taxes.

Can I use an annuity for retirement plan rollovers?

Annuities can be used for your retirement plan rollovers. This includes 401(k), 403(b) 401(a), 457, and IRA plans. What the fixed annuity does is provide you with a product that guarantees your principal, allows you to access to your money if needed, and offers deferral of current income taxes on your interest earnings. While you may benefit from tax deferral with an IRA or other qualified retirement plan without the use of an annuity contract, annuities may provide additional insurance, safety and other annuity related benefits.

At what age should I consider a fixed annuity?

Fixed annuity products are available for people of any age. However, they are generally purchased by individuals ages 50 to 80.

What if I want to retire before age 59 ½?

Many people built up sizable retirement assets in their retirement plans during the stock market rise in the 1990s. Now, many people believe that they have to work until age 59 ½ before they can take distributions from these assets to avoid the 10% IRS penalty. However, section 72(t) of the IRS code allows you to take payments from a qualified retirement plan before age 59 ½. Certain rules apply to avoid the penalty. A retirement planning professional can help you based on your assets and the amount of income you need to receive from your retirement plan.

How do the guarantees work with fixed annuities?

The guarantees of fixed annuities are based on the insurance company's ability to pay, as well as their financial strength. Look for reputable companies and companies with an A.M. BEST rating of A, A+, or A++. These are the highest ratings for financial strength that an insurance company can have.

 

Call Moore Financial Services in Tucson AZ today at 520-230-3092!