209.223.9600

Traditional & Roth IRAs in Amador and Calaveras counties, CA

Invest in Yourself for a Better Retirement.

A comfortable retirement is the achievement of a lifetime. It’s a way to reward your decades of hard work and financial planning with the assurance that you can relax and enjoy your golden years.

HomeRun Financial & Insurance Services is all about providing various options for your retirement needs. We realize that each individual has his or her own unique financial goals for the future, and it’s our job to help you get on the right path. That’s why we offer retirement plans like Individual Retirement Accounts, or IRAs, to turn your goals into a reality.

Types of IRAs

An IRA is an account in which individuals set aside money each year that builds over time. The two main types of IRAs are: Traditional IRAs and Roth IRAs.

Traditional IRAs are tax-deferred accounts where any contributions you make may be tax-deductible. Once you withdrawal from your account after age 59 1/2, your earnings are then taxed. You can use your funds to purchase stocks, bonds, and other types of investments.

Roth IRAs are similar to Traditional IRAs, except your contributions are not tax-deductible. Whenever you choose to withdrawal your earnings, you do not have to wait until age 50 1/2, and you are not taxed. You can also use your funds to purchase stocks, bonds, and other types of investments.

Other kinds of IRAs including Rollover IRAs, Inherited IRAs, and more are available based on your individual needs, and qualifications do apply.

At HomeRun Financial & Insurance Services, we’ll work with you one-on-one to assist you achieving your long-term financial goals. Contact one of our knowledgeable specialists today to learn more about how an IRA can help you realize your retirement dreams.
 

Main Office

11984 West State Hwy 88,
Suite 2076

Jackson, CA 95642

Main office: 209-223-9600
Fax: 209-223-9698

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

John... Thank you so much for handling my insurance for these many years. You're caring for my personal needs has made the difference and separates you from your competition.
Peggy H.
... Your tenacity in getting this policy issued has meant the difference of keeping all that I have, or loosing it all...
Karen S.
You're staff is outstanding and there is not a time that I come into the office that I don't feel welcomed and comforted in knowing I'm taken care of. Keep it up!
John M.
Customer service, customer service, customer service- outstanding! Thanks.
Ralph M.
Your ability to handle all of my insurance needs makes it so easy to to business with you. It's comforting to know that I have just one call to make to handle any problem or need regarding all of my insurances.
Catharine S.