470 S. Rancho Santa Fe Road
San Marcos, CA 92078
Telephone
Local: (760) 599-1040
Fax: (760) 599-0198
Managing Directors
Larry Lerner
Larry specializes in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Larry can help you design a financial plan that helps you maximize your retirement nest egg. Mr. Lerner is the preeminent provider of retirement distribution strategies in the San Marcos area, and has been serving his clients as a tax professional for over 30 years.
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Driving Directions & Map Location :America's IRA Centers™ at San Marcos is located on S. Rancho Santa Fe Rd., in between Lindas Vista Dr. and 1st St. (Exit off of the CA-78 at S. Rancho Santa Fe Rd.)