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RETIREMENT Solutions

Grow and protect your retirement savings with our tailored solutions. Secure your financial future with confidence.

Our team at Mandelah Financial can work with clients to determine which type of annuity would most benefit their individual needs and goals.
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Annuities

Differed Annuities

A deferred annuity is a financial product designed to help you save for retirement by offering protected growth at a guaranteed interest rate over a period you choose.

Fixed Indexed Annuities

A Fixed Indexed Annuity is a deferred annuity that provides greater potential for protected growth compared to a traditional fixed annuity.

Immediate Annuities

A Single Premium Immediate Annuity is an insurance product that provides a guaranteed stream of income in exchange for a one-time lump sum payment.

IRAs

An Individual Retirement Account (IRA) is a savings account with tax advantages that individuals can use to save and invest for retirement. There are different types of IRAs, each with its own set of rules and benefits.

Traditional IRA

Uses pretax money that’s taxed on withdrawal in retirement

SEP IRA

For Self-Employed and Small Business Owners

Roth IRA

Uses after-tax money, so withdrawals in retirement are tax-free

SIMPLE IRA

For Small Businesses

Rollovers

A rollover occurs when you move funds from one retirement account to another without incurring tax penalties. Rollovers are commonly done to consolidate retirement savings or to move funds from an employer-sponsored plan to an IRA.
401(k) to IRA Rollover
Moving funds from an employer-sponsored 401(k) plan to an IRA.
Moving funds from one IRA to another.
Funds are transferred directly from one retirement account to another without you taking possession of the funds.
You receive a distribution from your retirement account and have 60 days to deposit it into another retirement account.

IRAs

Traditional IRA

Uses pretax money that’s taxed on withdrawal in retirement

Roth IRA

Uses after-tax money, so withdrawals in retirement are tax-free

SEP IRA

For Self-Employed and Small Business Owners

SIMPLE IRA

For Small Businesses

Long-Term Care

Long-Term Care (LTC) insurance is designed to provide financial support for individuals who need assistance with activities of daily living (ADLs) due to chronic illness, disability, or aging. This type of insurance can help cover the costs of care provided in various settings, including home care, assisted living facilities, adult day care, and nursing homes.

With our comprehensive long-term care solutions, you can prepare for a time when you may need assistance. Ensure peace of mind for you and your loved ones.

Our focus is on serving the average citizen.

We are dedicated to serving the average individual, family, and small business owner. We understand the unique challenges they face. Our products and services are designed to meet their specific needs. From budgeting and saving to retirement planning, and insurance coverage; we’re here to support you every step of the way.

We’re here to help.

We’re here to help you navigate life’s financial challenges, no matter where you are in your journey. Whether you’re seeking free advice or looking to save money, we’ve got your back. Our mission is to provide support and guidance to help you achieve your financial goals and secure your future. Let us be your partner on the path to good health and economic freedom.

We’re committed to improving our communities.

Our mission is to invest our time and resources into programs that benefit people in the areas where we live and work. We aim to make a positive impact on the lives of those around us.

MANDELAH FINANCIAL

We are dedicated to enhancing your well-being through comprehensive health services and personalized care. Trust us to be your partner in a healthier, happier life.
  • Port Saint Lucie,
  • Florida
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