Michelle Dean Insurance & Financial Solutions
CA Insurance License # 0F40018 - I specialize in helping women over 50 (and a few good men) create security in retirement using my signature method, the 3 P's: Plant + Protect = Prosper! My clients receive education through personalized strategy sessions and webinars learning how to PLANT what is necessary, PROTECT what is important so you can PROSPER in retirement.
Personal Strategies for: Life Insurance, Long Term Care Insurance, Guaranteed Income Solutions, Roth and Traditional IRA Funding, College Savings, Rollovers from prior retirement plans, RMD Checkups
Business Strategies for: SIMPLE & SEP IRA's, Employee Benefits, Funding for Buy/Sell Agreements, Key Person Planning, Executive Bonus, Educational Seminars.
*Registered Products offered through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company.
*When considering rolling over the proceeds of your retirement plan to another tax-qualified option, such as an IRA, please note that you may have the option of leaving the funds in your existing plan or transferring them into a new employer's plan. You may wish to consult with your new employer, if any, to learn more about the options available to you under your plan and any applicable fees and expenses. You may owe taxes if you withdraw funds from the plan. Please consult a tax advisor before withdrawing funds.
*Contributions to a Roth IRA may generally be withdrawn at any time without tax consequences. Earnings may generally be withdrawn tax-free if the account is held at least 5 years and withdrawals are made after the account owner reaches age 59 ½. If earnings withdrawals are made before the 5-year period or age 59 ½, income taxes are due, and a 10% federal tax penalty may apply.
Michelle Dean Insurance & Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.
Website: https://www.michelledeanifs.com
Phone: (209) 536-4042
Address: 424 S. Washington St. Sonora, CA 95370
