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Jake Monotya Insurance offers a full line of finacial assitance with IRA's Roth IRA's, 401K's and 403B's.


Individual Retirement Account - IRA

Here at Jacob Montoya Insurance we see IRA's as an investing tool to help individuals earn and earmark funds for retirement savings. There are several types of IRAs: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs.

Traditional and Roth IRAs are established by individual taxpayers, who are allowed to contribute 100% of compensation (self-employment income for sole proprietors and partners) up to a set maximum dollar amount. Contributions to the Traditional IRA may be tax deductible depending on the taxpayer's income, tax filing status and coverage by an employer-sponsored retirement plan. Roth IRA contributions are not tax-deductible.

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About Company

  • Group & Individual Health Insurance
  • Medicare Supplements
  • Prescription Drug Plans (PDP)
  • IRAs, Roth IRAs, Annuities, 401Ks, and 403Bs
  • Workman's Compensation
  • Surety Bonds
  • Business Insurance
  • Life Insurance
  • Burial Insurance

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Affordable Care Act

The Affordable Care Act puts consumers back in charge of their health care. Under the law, a new “Patient’s Bill of Rights” gives the American people the stability and flexibility they need to make informed choices about their health.

Get in Touch

  • Office:
    (806) 797-8481
  • Cell:
    (806) 535-9828
  • Fax:
    (806) 791-4471
  • Email:
    Info@BigJakeInsurance.com
  • Address:
    3807 24th Street
    Lubbock, TX 79410
    USA