R. Jeff Green
Rightway Investments, PLLC

Financial Services

There are a variety of wealth management approaches. At RightWay Investments, we help clients grow their wealth through a prudent, highly engineered, diversified portfolio based on Modern Portfolio Theory and the Three Factor Model. It takes years of education and experience to understand financial markets and investment strategies. As a Fiduciary, our approach differs from many financial planners and stock brokers. We educate investors on why Modern Portfolio Theory and the Three Factor Model is the best approach. Again, as a Fiduciary, our focus is on you.

Rolling 401(k) assets into an IRA: When you retire or leave your job for any reason, you have the right to roll over your 401(k) assets to an IRA. You have several direct rollover options: " Rolling your traditional 401(k) to a traditional IRA. You can roll your traditional 401(k) assets into a new or existing traditional IRA. " Rolling your Roth 401(k) to a Roth IRA. You can roll your Roth 401(k) assets into a new or existing Roth IRA with a custodian of your choice. " Rolling your traditional 401(k) to a Roth IRA. If your traditional 401(k) plan permits direct rollovers to a Roth IRA, you can roll over assets in your traditional 401(k) to a new or existing Roth IRA. Keep in mind that you'll have to pay taxes on the rollover amount you convert. It's a good idea to check with your plan administrator and a tax advisor to determine whether a move from a traditional 401(k) to a Roth IRA is allowed and right for you.

Why Asset-Based Long-Term Care annuity solutions? Long-term care can be a costly and almost inevitable expense for most. Asset-Based LTC annuities can help offset that cost and give people a way of supplementing their income plan to address any future long-term care risk. Annuities as a means of investing requires much in due-diligence. Many come with caps that limit long-term growth. Understanding what you are getting requires an agent with many years of experience to help you find what fits you best. This is where working with a Fiduciary is so important. Annuities have their place for "safe money" planning and can become a strategic part of your retirement plan. Let a professional with no obligation to any insurance company do your shopping and comparisons.

There are a variety of wealth management approaches. At RightWay Investments, we help clients grow their wealth through a prudent, highly engineered, diversified portfolio based on Modern Portfolio Theory and the Three Factor Model. It takes years of education and experience to understand financial markets and investment strategies. As a Fiduciary, our approach differs from many financial planners and stock brokers. We place our client's interests ahead of our own.

RightWay 401k Solutions is a comprehensive asset management service designed to empower individuals and small businesses to achieve their retirement goals. Our service combines expert financial advice, cutting-edge technology, and personalized strategies to make 401k planning seamless and practical. For Individuals who have a 401k or 402b at their place of employment: Why Investment Guidance is needed: Take a simple test by answering four questions. Do you know what your expected rate of return is? Do you know how much risk you are taking? Does your portfolio get rebalanced? Where do you stand on the Efficient Frontier? Now ask yourself if you need guidance. For Small Businesses: Your Future and those who work for you are in your hands. Here is the million-dollar question: Why would a company change its existing plan? The future of your valued employees is in your hands. Are they lacking in education? An uninformed investor can destroy their retirement plan. If their 401k is not optimal, their retirement plans can be compromised. The responsibility weighs heavily on the sponsor. Business owners are busy; however, millions of dollars are at stake, and families depend on you for the best program. You may be surprised when you receive a proposal.