I am honored to receive this award again. Thanks goes out to those of you that have shown confidence in me and my firm for the last 32 years! ❤️
I am honored to receive this award again. Thanks goes out to those of you that have shown confidence in me and my firm for the last 32 years! ❤️
Charles Sims Jr. is with Lakina Sidney and 10 others at The Sims Financial Group, Inc.
October 10, 2013 · Memphis, TN ·
Potential to earn more return on your money TAX DEFERRED without risking your principal
Please VOTE as if your lives depend on it, because it does!! 😳😳
vote.org
This is the first day of Fall, my favorite season!! ❤️
•Investments
•Insurance
•Retirement
•College Funding
•Financial Planning
•Estate Conservation
Call: 901-680-7500
Our BBB link:
https://www.bbb.org/us/tn/memphis/profile/financial-services/the-sims-financial-group-0543-31000092
SimsFinancialGroup.com
The Sims Financial Group, Inc.
What many investors may not realize is that rules allowing access to their retirement accounts over the decades have been liberalized.
Now, they can access their employer plan retirement funds while employed via an “in-service” distribution, which is another way of saying plan participants can elect to take a cash distribution and/or roll over their assets to an IRA while employed.
In-service distributions provide flexibility by offering plan participants the option to withdraw from and/or roll over their account while employed. This will provide additional investment options.
To schedule an appointment to review your options, Contact us at 901-680-7500.
SimsFinancialGroup.com
Did you know that......
1. Insurance
2. Investments
3. College Funding
4. Financial Planning
5. Estate Conservation
6. Retirement Planning
Can all be handled by a Black Owned Financial Services Firm, that is able to conduct business in all 50 states? 😳🤷🏾♂️
We are a one stop shop!! 😃👍🏽
Call:
901-680-7500 Local
866-687-0790 Toll Free
SimsFinancialGroup.com
#BidenHarris2020!🇺🇸
https://youtu.be/qM-R-XOMcLU
YOUTUBE.COM
Together | Joe Biden For President 2020
RETIREMENT PLANNING!
An annuity is a retirement planning vehicle that will give you lifetime income and safety, so you never outlive your money!
We Compare Annuities to find the best one for you.
Annuities provide safe, secure compound growth and lifetime income.
We represent Superior A+ Companies Annuity companies. It is best to find ones with strong financial ratings.
Highest Annuity Rates:
When you are looking for a place to put your money, one of the biggest considerations is finding a competitive rate. Learn ALL of the options available.
Income Planning:
Annuities are one of the best tools for creating an income stream in retirement. Find out the best way to create or supplement your retirement income.
Competitive Annuity Returns
•Avoid the Risk of Outliving Your Money
•Lifetime Income, Lifetime Safety
•Inflation Protection
•Protection From Market Risk
•Tax Deferred Growth
Contact us at:
Local: 901-680-7500
Toll Free: 866-687-0790
SimsFinancialGroup.com
RETIREMENT PLANNING!
An annuity is a retirement planning vehicle that will give you lifetime income and safety, so you never outlive your money!
We Compare Annuities to find the best one for you.
Annuities provide safe, secure compound growth and lifetime income.
We represent Superior A+ Companies Annuity companies. It is best to find ones with strong financial ratings.
Highest Annuity Rates:
When you are looking for a place to put your money, one of the biggest considerations is finding a competitive rate. Learn ALL of the options available.
Income Planning:
Annuities are one of the best tools for creating an income stream in retirement. Find out the best way to create or supplement your retirement income.
Competitive Annuity Returns
•Avoid the Risk of Outliving Your Money
•Lifetime Income, Lifetime Safety
•Inflation Protection
•Protection From Market Risk
•Tax Deferred Growth
Contact us at:
Local: 901-680-7500
Toll Free: 866-687-0790
SimsFinancialGroup.com
SIMSFINANCIALGROUP.COM
The Sims Financial Group, Inc.
The world scary enough right now!!😱
With 48 years of experience in the Financial Services Industry, Charles Sims, Jr., and his team at The Sims Financial Group, Inc can make your Financial Planning experience much less spooky! 😊
Now Offering:
•Insurance
•Investments
•College Funding
•Financial Planning
•Estate Conservation
•Retirement Planning
•In-Person Meetings
•Teleconferences
•Zoom/FaceTime Meetings and Signings
For more information, please contact:
The Sims Financial Group,Inc at: 901.680.7500 Local
866.687.0790 Toll Free
Or visit: SimsFinancialGroup.com.
John Lewis was arrested more than 40 times protesting segregation. He was involved in lunch counter sit-ins; freedom rides on interstate buses; and he was the youngest speaker at the 1963 March on Washington.
"We're tired of being beaten by policeman. We're tired of seeing our people locked up in jail over and over again," the 23-year-old Lewis said in a speech at the Lincoln Memorial. "We want our freedom and we want it now!"
If he went through all of this, along with Dr. Martin Luther King and others, why can’t you vote without any fear of intimidation?? 😳😳
vote.org
Charles Sims Jr. is joining me Live at Lunch today to share financial insight and wisdom from an expert's perspective. What do you need to know? Join us at 11:30 CT: www.facebook.com/troweandco
Tracy T. Rowe and Co.
EVENTBRITE.COM
Retirement Planning
Charles Sims Jr. is with Charles Sims at The Sims Financial Group, Inc.
Yesterday at 9:04 AM · Memphis, TN ·
HAVE YOU REGISTERED?? 😳🤷🏾♂️
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
Charles Sims Jr. is with Charles Sims at The Sims Financial Group, Inc.
Yesterday at 9:04 AM · Memphis, TN ·
HAVE YOU REGISTERED?? 😳🤷🏾♂️
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
http://macdstfinfortrp2020.Eventbrite.com
EVENTBRITE.COM
Retirement Planning
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
http://macdstfinfortrp2020.Eventbrite.com
EVENTBRITE.COM
Retirement Planning
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
http://macdstfinfortrp2020.Eventbrite.com
You have worked many years to accumulate funds for your retirement.
You may think you have arrived, because your account is now over 1 Million Dollars!
But a misstep now could negate all those years of hard work! We have been working with “Pre-Retirees and Retirees” since 1988.
Even if you have not accumulated 1 Million Dollars, contact us for a free, no obligation Retirement Financial Needs Analysis @:
901-680-7500 Local
866-687-0790 Toll Free
A link to the BBB, click on the link:
https://www.bbb.org/us/tn/memphis/profile/financial-services/the-sims-financial-group-0543-31000092?fbclid=IwAR3dn6pvaLE_IRnTeeNdOcXnyRGZVTiZN2-1mTqIWLEAJ2KfWgV-hTlKIVg
www.SimsFinancialGroup.com
•Insurance
•Retirement
•Investments
•College Funding
•Financial Planning
•Estate Conservation
Call:
901-680-7500 Local
866-687-0790 Toll Free
Our BBB link:
https://www.bbb.org/us/tn/memphis/profile/financial-services/the-sims-financial-group-0543-31000092
SimsFinancialGroup.com
•Insurance
•Retirement
•Investments
•College Funding
•Financial Planning
•Estate Conservation
Call:
901-680-7500 Local
866-687-0790 Toll Free
Our BBB link:
https://www.bbb.org/us/tn/memphis/profile/financial-services/the-sims-financial-group-0543-31000092
SimsFinancialGroup.com
A Tribute to New York First Responders. Featuring Kyra Sims on French Horn! ❤️
https://youtu.be/Wrm7r-W1JkI
You DO NOT want to have more LIFE than MONEY when you RETIRE! 😳🤷🏾♂️
Many don't know that a 401k/IRA or a LUMP SUM can generate a LIFETIME of INCOME!
Unexpected Circumstances, Healthcare, LTC, and longevity can play a role.
At The Sims Financial Group, Inc, we can help you..
✅Turn a 401k/IRA or a LUMP SUM into LIFETIME INCOME.
✅ Potential for Increasing Income.
✅ Build a solid Retirement/Financial Plan to know how much money is needed during retirement.
✅ Generate TAX-FREE Income
✅ For those that like safe investments we will discuss the pros/cons/costs of investment vehicles that provide safety and income.
✅ We will discuss “InService Distributions and Required Distributions.
Call us today to schedule a Free/No Obligation Retirement/Financial Consultation.
901-680-7500 Local
866-687-0690 Toll Free
SimsFinancialGroup.com
You DO NOT want to have more LIFE than MONEY when you RETIRE! 😳🤷🏾♂️
Many don't know that a 401k/IRA or a LUMP SUM can generate a LIFETIME of INCOME!
Unexpected Circumstances, Healthcare, LTC, and longevity can play a role.
At The Sims Financial Group, Inc, we can help you..
✅Turn a 401k/IRA or a LUMP SUM into LIFETIME INCOME.
✅ Potential for Increasing Income.
✅ Build a solid Retirement/Financial Plan to know how much money is needed during retirement.
✅ Generate TAX-FREE Income
✅ For those that like safe investments we will discuss the pros/cons/costs of investment vehicles that provide safety and income.
✅ We will discuss “InService Distributions and Required Distributions.
Call us today to schedule a Free/No Obligation Retirement/Financial Consultation.
901-680-7500 Local
866-687-0690 Toll Free
SimsFinancialGroup.com
A Tribute to New York First Responders. Featuring Kyra Sims on French Horn! ❤️
https://www.instagram.com/tv/CID03wHJXFR/?igshid=1zeu9vi0hx9b
A retirement budget 💰 should last, but many times it doesn't. 😳
Many don't know that a 401k/IRA or a LUMP SUM of CASH can generate consistent 💸!
Learn how how unexpected costs, Healthcare, Long-Term Care, and longevity play into the story.
During your free consultation, you will learn:
✅How a 401k/IRA or a LUMP SUM of CASH can create Lifetime Income with the potential of increasing income.
✅ Earn Potenial Market Returns without Market Risks
✅ Build a solid financial plan by knowing how much money is needed to generate the needed income.
✅ Generate TAX-FREE Income
✅ For those that like safe investments we will discuss the pros/cons/costs of investment vehicles that provide safety and income.
✅ We will discuss 401K Tax-Free Distribution while still employed.
To schedule your Free, No Obligation Consultation call:
901-680-7500 Local
866-687-0790 Toll Free
SimsFinancialGroup.com
A retirement budget 💰 should last, but many times it doesn't. 😳
Many don't know that a 401k/IRA can generate consistent 💸!
Learn how how unexpected costs, Healthcare, Long-Term Care, and longevity play into the story.
During your free consultation, you will learn:
✅How a 401k/IRA or a LUMP SUM can create Lifetime Income with the potential of increasing income.
✅ Earn Potenial Market Returns without Market Risks
✅ Build a solid financial plan by knowing how much money is needed to generate the needed income.
✅ Generate TAX-FREE Income
✅ For those that like safe investments we will discuss the pros/cons/costs of investment vehicles that provide safety and income.
✅ We will discuss 401K Tax-Free Distribution while still employed.
To schedule your Free, No Obligation Consultation call:
901-680-7500 Local
866-687-0790 Toll Free
SimsFinancialGroup.com
Please take a moment to listen to this!! 😃👍🏽 https://ppo.iheartmedia.com/mytlc/clients/download.php?f=18341930.23926961.mp3&fc=THE+SIMS+FINANCIAL+GROUP.mp3&firmid=526
PPO.IHEARTMEDIA.COM
ppo.iheartmedia.com
With all that we have been through
as a country this year, I am proud to be considered for this honor again for 2020!! 😃😃
Thoughts for the day..😃👍🏽
Learn how to help avoid paying a 50% penalty on your Required Minimum Distributions (RMD) to the IRS.
In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change.
If you own a 401(k), Traditional IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%.
Get informed--Get the facts, Learn:
👉 How and when to calculate RMDs
👉 Tax-saving strategies to help offset the additional tax
👉 How much additional income tax you could expect
👉 Asset allocations for RMDs
These are just a few things covered in your free/no obligation consultation.
One of the questions we hear most often is: "Why haven't I heard this before?"
And you may NOT be happy to hear the answer...
If there are significant savings you have diligently built over the years, don't miss this opportunity to discover these little known facts and help prepare yourself for the years ahead.
👉 We can have the initial meeting from your computer or phone if you like.
To schedule your consultation, call:
(901) 680-7500 Local
(866) 687-0790 Toll Free
SimsFinancialGroup.com
Learn how to help avoid paying a 50% penalty on your Required Minimum Distributions (RMD) to the IRS.
In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change.
If you own a 401(k), Traditional IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs). Failing to withdraw your RMD by the deadline may result in a big tax code penalty as high as 50%.
Get informed--Get the facts, Learn:
👉 How and when to calculate RMDs
👉 Tax-saving strategies to help offset the additional tax
👉 How much additional income tax you could expect
👉 Asset allocations for RMDs
These are just a few things covered in your free/no obligation consultation.
One of the questions we hear most often is: "Why haven't I heard this before?"
And you may NOT be happy to hear the answer...
If there are significant savings you have diligently built over the years, don't miss this opportunity to discover these little known facts and help prepare yourself for the years ahead.
👉 We can have the initial meeting from your computer or phone if you like.
To schedule your consultation, call:
(901) 680-7500 Local
(866) 687-0790 Toll Free
SimsFinancialGroup.com
Servicing Families, Businesses, and Professionals since 1988!
Call:
(901) 680-7500 Local
(866) 687-0790 Toll Free
email: csims@SimsFinancialGroup.com
SimsFinancialGroup.com
Servicing Families, Businesses, and Professionals since 1988!
Call:
(901) 680-7500 Local
(866) 687-0790 Toll Free
email: csims@SimsFinancialGroup.com
SimsFinancialGroup.com
SIMSFINANCIALGROUP.COM
The Sims Financial Group, Inc.
Servicing Families, Businesses, and Professionals since 1988!
Call:
(901) 680-7500 Local
(866) 687-0790 Toll Free
email: csims@SimsFinancialGroup.com
SimsFinancialGroup.com
What is an “in-service” rollover?
Unlike the “traditional” rollover, an “in-service” rollover is probably something you’ve never heard of and for good reason.
First, not all company retirement plans allow for it, and second, even for those that do, the details can be confusing to employees. Hence the reason to work with an Advisor that specializes in this field.
The bottom line:
An in-service rollover allows an employee (often at a specified age such as 55) to be able to roll their 401k to an IRA while still employed with the company. The employee is also still able to contribute to the plan, even after the rollover is complete.
Most plans allow this type of rollover once per year, but depending on the plan, you could potentially complete the rollover more often for different contribution types.
If you would like to protect what has taken you years to accumulate, contact us for a free, no obligation consultation.
(901) 680-7500 Local
(866) 687-0790 Toll Free
csims@SimsFinancialGroup.com
SimsFinancialGroup.com
Please join me is congratulating my daughter, Treina Sims-Pulliam for qualifying for the 2020 Million Dollar Round Table, “Court of The Table!!” 😊❤️
“You must generate a minimum of $366,000 of eligible commissions paid or $732,000 of eligible paid premiums.
Income Method. You must generate a minimum of $630,000 of eligible annual gross income.”
Less than 1% of licensed Life Insurance Professionals Worldwide qualify for this award!! 😃👍🏽 #lifeinsurance
SimsFinancialGroup.com
God is good!! Even during the Pandemic in 2020, he contined blessing us!! 🙏🏾🙏🏾
Thanks to those of you who have supported our firm!! ❤️
