Harris County Insurance

Baytown Agency
608 Rollingbrook Drive
Baytown, Texas 77521
(281) 427-6511
Pasadena Agency
825 Southmore Ave
Suite 202
Pasadena, Texas 77502
(713) 481-0700
Houston Metro Agency
4221 Telephone Road
Houston, Texas 77087
(832) 500-3666
(713) 641-1234
Houston Agency
13030 Woodforest Blvd
Suite C
Houston, Texas 77015
(832) 582-8500

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Financial Services

Common sense planning for the future! We offer a range of products to help you build and secure your future. Whether your finanacial future includes paying college tuition, purchasing a new home or retiring with security, we look forward to helping you reach your goals.

Some of the products you might wish to consider:

Traditional IRA: This is a tax favored account that allows anyone under the ago of 70 1/2 who has earned income from employment to contribute up to $3,000/year, and is subject to certain income conditions. These contributions are tax deductible, though earnings are tax-deferred. Withdrawals are taxable and are required to begin at the age of 70 1/2. If you withdraw from the account prior to age 59 1/2 a tax penalty may apply and there are federal restrictions.*

IRA Rollover: This is a tax favored account which savings are transferred from an existing, qualified retirement plan (i.e. 401 (k) plan) to a Traditional IRA. Though contributions and withdrawals follow the guidelines as a Traditional IRA.*

Roth IRA: This is a tax favored account that allows anyone, regardless of age, with earned income from employment to contribute up to $3,000/year, and is subject to certain income conditions. Contributions are not tax deductible. Earnings are tax deferred. Withdrawals are tax-free under certain conditions, but if you withdraw from the account prior to age 59 1/2 a tax penalty may apply and there are federal restrictions.*

Education IRA: A tax favored account that allows anyone to contribute on behalf of a child. These contributions can not exceed $2000/child per year. Limitations do exist on the contribution of any one person.*

Annuity: This is a contract with an insurance company that you agree to deposit a specific amount of money with that insurance company. The insurance company agrees to pay a fixed rate of interest on your funds, as long as the contract exists. The interest you earn accumulates as tax deferred. Also available are variable annuities which pay a variable rate of return. Withdrawals are taxable and if you withdraw from the account prior to age 59 1/2 a tax penalty may apply and there are federal restrictions.*


*Our agency does not provide legal or tax advice. For specific legal or tax advice based on your situation, please contact your attorney of tax advisor.

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Copyright @ 2007 Harris County Insurance Center - All Rights Reserved
Offices in Houston, Baytown, and Pasadena Texas.
Note: As stated in our "Terms of Service" (TOS) agreement, descriptions of insurance coverage on this web site are for informational purposes only and may not apply, or be included on your policy. Please contact us to confirm coverage provided on your insurance policy or policies your are contemplating purchasing.