PBS Television Ed Slott 2013 Retirement Rescue Show

Sat  March 2 2013, and Sat march 9th WOSU PBS television station in Ohio is broadcasting a great  financial show.  Unlike Suze Orman and  Dave Ramsey who have no professional training in Finance or Taxation or Retirement Planning. Ed Slott is a professional Certified Public Accountant (CPA) and a retirement expert. His Special is  running on Public Television which does not accept commercial advertising. He  does not sell  Financial products, Stocks, Bonds or Mutual Funds, Insurance or Annuity products. Because the show  airs on Public TV there are no advertisers like TD Ameritrade or other Securities Brokerage firms  as show sponsors, or advertisers and potential content influencers.  Just look at the  advertisers or show sponsors for the  Suze Ormon or Dave Ramsey shows.

Don't get me wrong, I like Suze  and  Dave. They do give a lot of good advice.  However I know that some of their messages are biased, probably unintentionally,  by their  Lack of Accounting, Financial Training or their commercial sponsorship relationships. They believe that the only life insurance anyone ever needs is  term life insurance. They are flat out wrong! Although some clients may never need any other form of insurance many clients need a combination of both and some clients may be better  served by purchasing a cash value product

Ed Slott  has no comericial sponsorship bias and  does not sell  Securities, Bonds, Mutual Funds, Insurance or Annuities. Ed recognizes and speaks favorably about the unique advantages found only  with Fixed Annuity products and Universal Life Insurance. He Loves Tax Free retirement  strategies.  He says "Move your money from Forever Taxed to accounts that are  Never Taxed." ROTH IRA's are one way to  accomplish this goal. 401 K Plan rollovers are a useful tool where you can pay some tax now to avoid much higher taxes later.

I  agree  with  his  strategies  and  can  help implement them for clients looking  to protect some or even most of  their assets  from taxation now and into  the  future. Another quote I loved  was " The only thing better than guaranteed income for life is guaranteed Tax Free income for life." Contact me if you  want help with the strategies needed to accomplish either or both of these strategies.

Business Owners and IRA holders and Loss In Asset Value

Business owners, Self Employed business owners and IRA savers.

We have a question for you. Have your retirement funds decreased in value over the past year or two? Does this upset you? It should! Would you like to prevent that from happening again in the future? We can fix it without the financial risk of market losses. Shouldn't that be your goal? Would you have more assets today if you never had suffered a market loss? In almost every case the answer is a resounding YES!

We can help design or modify a retirement plan to eliminate the risk of market loss and still provide a reasonable rate of return on your retirement assets. Initial bonus on your starting contributions or rollover contributions can help replace some or all of the losses suffered due to market volatility. Does that sound interesting? It doesn't matter whether your current plan is a 401 K Plan, a SIMPLE Plan, a ROTH or Traditional IRA Plan or even a KEOGH plan.
Would you be interested in offering as a plan option a ROTH 401K Plan? If we can't work with your current plan administrator we can switch to a Safe money friendly plan administrator. Why not permit your you or you and your employees to select a plan option offering a reasonable rate of return with no risk of loss due to market volatility. By the way we can also guarantee you and your employees a lifetime income stream that you cannot outlive all within the same retirement plan.

Contact us for a fee free initial consultation about your specific situation!