Your Retirement – Our Expertise
Ronald A. Bartlett Service Offerings
Ronald A. Bartlett & Associates, LTD. offers a wide range of financial services to help you effectively prepare for retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it.
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
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Personal Solutions
What We Can Do For You
We can help guide you along the path to—and through—retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.
Investing is about reaching your financial goals: retirement, paying college, or just providing for your family. Working with a financial professional can offer personalized, professional guidance to help you reach your investment goals. We will take the time to understand your complete financial picture and tolerance for risk — and provide a strategy to help you maximize all elements of your financial life.
Tax planning is an important component for your overall financial plan. Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals.
In addition to planning, we specialize in resolution strategies including but not limited to: Back taxes, Tax Liens, Penalty Abatement and more!
It’s never too early to begin thinking about your legacy or to shape your estate plan. Contrary to what many people think, you don’t need to be a millionaire to have an estate plan. An estate plan is an important part of any ongoing financial planning process.
A 401(k) rollover is the process of moving savings from an existing account to a different 401(k), an individual retirement account, or an IRA. When you roll over your 401(k), you put your money in an account that offers the potential for tax deferred growth and may be advantageous for retirement savings.
Knowing when to roll over your 401k and what options may be available to you can make all the difference in retirement. Retirees typically have four choices, and they may choose a combination of those options depending on their individual situation and retirement goals.
Depending on where you are on your retirement journey, you may have several ways to approach a 401(k) rollover. Some popular rollover types include:
- Traditional IRA
- Roth IRA
- Transfer your 401(k).
Many 401(k) plans allow you to combine your previous 401(k) to your new employer’s plan.