Robert A. Jenkins III

CONNECT

Address:

5479 Waterville Way
Sacramento, CA 95835

Phone:

916-705-1866

Articles

79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Retirement

  • IRA Rollover

    If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

  • Your Business and Retirement

    Allocating too much of your retirement investments to one company, even your own, can be a risky proposition.

  • Self-Employed Retirement Plans

    Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

  • Roth IRAs

    Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

  • Tax-Free Investments

    It’s important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

Risk Management

  • Why Purchase Life Insurance

    If you have a family who relies on your income, it is important to have life insurance protection.

  • Life Insurance for Business Owners

    Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

  • Term Life Insurance

    Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

  • Whole Life Insurance

    Some of the pros and cons of whole life insurance.

  • Universal Life Insurance

    Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

  • Variable Life Insurance

    Variable life insurance gives you the control to allocate your account value among a variety of investment options.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck