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Traditional & Roth IRAs in Burlingame, San Mateo, CA and Surrounding Areas

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.

Town & Country Insurance Services, Inc 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 Town & Country Insurance Services, Inc, 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.
 

Our Location

Headquarters

1870 El Camino Real, Suite 208
Burlingame, CA 94010
Main office: 650-231-4015
Toll free: 800-606-4418

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Frank F. of San Francisco
I have known Rob for many years, he is a person of high integrity and truly cares about people he associates with. I highly recommend him, it’s truly hard to find trustworthy people like Rob.
Joe Totah of Foster City, CA
Town and Country Insurance the place to go for fast knowledgeable accurate answers for all your Insurance needs. Rob O'Neill has the experience you need.
Nancy of Mountain View, CA
Rob O’Neil has been my insurance broker for over 35 years and I have found him to always have my interest first when placing my coverage. I have one property that is difficult to insure due to its location but Rob has always found a way. In the very few instances I have had a claim Rob has been a true advocate for me. I highly recommend Rob as an insurance broker.
Rita S