Archivo para la categoría: Perspectivas

Utiliza nuestros conocimientos financieros como recurso para ayudarte en tu planificación. Nuestro equipo tiene años de experiencia desarrollando estrategias únicas para maximizar tus activos de jubilación.

BP Retirement Accumulation Plan RAP - Rhame Gorrell Wealth Management

Plan de Acumulación de la Jubilación (PAJ) de BP: Seguridad en la jubilación

Jeffrey G. Rhame, CFP®, Perspectivas

El Plan de Acumulación de Jubilación de BP (RAP) es un plan de pensiones de saldo en efectivo diseñado...

Cómo evitar la regla de prorrata con las conversiones Backdoor y Mega Roth

Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠, Perspectivas

Dos de las herramientas de planificación fiscal más beneficiosas son las conversiones Roth IRA por la puerta trasera y...

THE WOODLANDS

1330 Lake Robbins Drive, Suite 360,
The Woodlands, TX 77380

SANTA BARBARA

7 W Figueroa St, Suite 300,
Santa Barbara, CA 93101

[email protected]

OUR FIRM

Fee Transparency

Community Involvement

Financial Insights

OUR CAPABILITIES

Financial Planning

Investment Management

Retirement Planning

Tax Optimization

Frequently Asked Questions

WHO WE SERVE

Corporate Executives

Oil & Gas Professionals

Business Owners

Affluent Families

Download Our Mobile App

It’s always-on in today’s digitally-connected world, we know that clients want to check their portfolio on the go. That is why we launched the RG Wealth app, available to download for any Apple or Android device through Apple’s App Store and the Google Play Store. Simply search for Rhame & Gorrell on either platform to download free of charge or click on the links below.

Rhame Gorrell Apple App Store

Rhame Gorrell Google Play Store

Important Disclosures | Client Relationship Summary | Privacy Policy | Disclosure Brochure

©2025 Rhame & Gorrell Wealth Management The Woodlands. All rights reserved.

THE WOODLANDS

1330 Lake Robbins Drive, Suite 360,
The Woodlands, TX 77380

SANTA BARBARA

7 W Figueroa St, Suite 300,
Santa Barbara, CA 93101

[email protected]

OUR FIRM

Fee Transparency

Community Involvement

Financial Insights

OUR CAPABILITIES

Financial Planning

Investment Management

Retirement Planning

Tax Optimization

Frequently Asked Questions

WHO WE SERVE

Corporate Executives

Oil & Gas Professionals

Business Owners

Affluent Families

Download Our Mobile App

It’s always-on in today’s digitally-connected world, we know that clients want to check their portfolio on the go. That is why we launched the RG Wealth app, available to download for any Apple or Android device through Apple’s App Store and the Google Play Store. Simply search for Rhame & Gorrell on either platform to download free of charge or click on the links below.

Rhame Gorrell Apple App Store

Rhame Gorrell Google Play Store

Important Disclosures | Client Relationship Summary | Privacy Policy | Disclosure Brochure

©2025 Rhame & Gorrell Wealth Management The Woodlands. All rights reserved.