Randall J. Roethel, CLU®, ChFC®
Senior Agent
Principal Securities Registered Representative
Financial Advisor
Email: Randall@RoethelFinancial.com
Timothy J. Harrison, CFP®, CLU®, ChFC®
Financial Representative
Principal Securities Registered Representative Investment Adviser Representative
Email: Tim@RoethelFinancial.com
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.