Michael Tomren

Striving to achieve your dreams takes effort and energy which leaves very little time for wealth management. Michael Tomren and his team can take that responsibility off your hands while helping you strive to achieve your goals. Our independence and proactive management is all about helping you save time and worry. We are convinced that you will enjoy our personalized approach to wealth accumulation, wealth preservation and wealth distribution. Please contact us for a no-obligation initial consultation to see our personal approach for yourself.

Our firm provides advice in the following areas:

* Financial Plans for Accumulation of Wealth

* Financial Plans for Retirement Income Planning

* Mutual Funds,  ETF's, UIT's and Stock

* Insurance including Term, Universal and Whole Life

* IRA accounts and 401k Rollover

* Annuities including Fixed Annuity & Variable Annuity types

* Wealth Preservation and Asset Transfer to your heirs

 

Area of Specialty: 

Michael Tomren is an expert in the area of AT&T employee and retirement benefits and many other services relating to AT&T pension plan, AT&T 401k, AT&T rollover and the AT&T health plan. This includes SBC, PacBell, Legacy T, Qwest and Amdocs plans.

 

Michael Tomren, FSC Securities Corporation and The Retirement Group are not affiliated, endorsed nor employed by  the companies listed here which includes but is not limited to  AT&T, AT&T Pension Plan, AT&T 401k, AT&T rollover, AT&T Health plan, SBC, PacBell, Legacy T, Qwest and Amdocs plan.  Michael Tomren is an independent financial advisor that specializes in retirement transition planning.

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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