“Those we make a promise to in this season, we will be there to honor in the season to come.”
"Now in my 39th year serving our local community..."
Medicare? Health Insurance? Life Insurance? Not sure what to do? Need help?
Email: Rod@RodAdkins.com
Phone/Text: 530.605.8560
March 2024... the road of life continues with its bumps, bruises and benefits! Am i ready for the rainy day? Preparation is key - learning never stops - check out our newsletter section below - there might be an answer to your top of mind question?
Email: Rod@RodAdkins.com
Phone/Text: 530.605.8560
Since 1984, been serving moms, dads, employer, employee and elders of our community with Health, Life, Medicare benefits advise. A wise man once said, "Plans fail for lack of counsel, but with many advisers they succeed." Its a complex world - finding the right benefits for me can be a complex task! Don't know what to do? Have questions?
Email: Rod@RodAdkins.com
Phone/Text: 530.605.8560
Need help? The below mission statement has sustained my practice for over 39 years - still bearing fruit today! Please call, text or email, you might be glad you did!
"Those we make a promise to in this season, we will be there to honor in the season to come!"
Thank you,
Rod Adkins
Life / Health / Medicare
Sales - Service
- since 1984 -
"Seek first the kingdom of God and His rightousness,
and all these things will be added unto you"
(Mathew 6:33)
Newsletters
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?