Broker Check

Cedar Rapids Office

4840 North River Boulevard NE,

Suite 100
Cedar Rapids, IA 52411

Current Employee

While working at Aegon/Transamerica these are questions I can help you answer:

  • How do I manage my 401(k)/Profit Sharing plan and what investments should I utilize?
  • Should I contribute to the traditional 401(k) or the Roth 401(k) or both and how does this affect me tax-wise?
  • If I am grandfathered or not under the old pension, what does that mean and how will it affect my retirement goals?
  • If I am an Aegon/Transamerica Executive and am eligible for the non-qualified deferred compensation plan:
    • Should I enroll in the plan?
    • How does it work and what are the payout options and tax implications?
    • How can contributing to the plan negatively impact my final pension payout amounts?
  • Which additional ancillary benefits (life and disability insurance) should I elect and how much?
  • If I am healthy, is there a cross-over point in age where a personally owned term life insurance policy is actually less expensive than the additional group term coverage that I can elect?
  • Should I purchase the Aegon/Transamerica Funds offered to me in the institutional share classes?
  • Are the additional worksite marketing products offered by Aegon/Transamerica to its employees a good value and the best fit for my situation?