RAC Financial

10/16/2026

Without a will, probate court and the state decide what happens to your assets after you’re gone…and that may impact estate taxes. Enhanced planning could help you reduce your estate’s exposure to taxes as you transfer it to the next generation.

Contact our office to learn more about enhanced planning.

10/15/2026

⚠️ Don't let a 401(k) rollover mistake derail your retirement plans.

You worked hard to build your retirement savings. Make sure your next move is the right one.

🎥 Check out our 401(k) Rollover Video to learn about your rollover options and avoid costly mistakes.

https://youtu.be/42VjHmcf3tY?si=ms1JkCyi6_B1_otp
RAC Financial Clarity. Confidence. Peace of Mind in Retirement.

The advice you get about 401(k) plans is different no matter who yo...

10/14/2026

Traveling can be fun at any age. You just need a little preparation.

Traveling can be fun at any age. You just need a little preparation.

10/13/2026

Your 401(k) may be one of your largest retirement assets. Before rolling it over, make sure you understand your options. Avoid costly mistakes that could affect your retirement future. 🎥 Check out our 401(k) Rollover Video today!

10/12/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/09/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.

Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office!!!

10/08/2026

Your 401(k) may be one of the largest assets you'll ever own.

That's why making the wrong rollover decision could cost you thousands of dollars in missed opportunities, taxes, or unnecessary fees.

Before you make a move, take a few minutes to learn your options.

🎥 Check out our 401(k) Rollover Video and discover strategies that can help you protect and grow your retirement savings.

https://youtu.be/42VjHmcf3tY?si=ms1JkCyi6_B1_otp

✅ Understand your choices ✅ Avoid common mistakes ✅ Make more informed decisions

RAC Financial Clarity. Confidence. Peace of Mind in Retirement.

10/07/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

10/06/2026

You've worked hard and made sacrifices to build your 401(k). When changing jobs or retiring, the rollover decision you make can have a lasting impact on your financial future.

Before moving your retirement savings, it's important to understand all your options, the potential tax consequences, and how each choice aligns with your long-term goals.

🎥 Watch our latest 401(k) Rollover Video to learn how to protect your retirement savings and make informed decisions.

The advice you get about 401(k) plans is different no matter who yo...

10/05/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.