Because fewer people are retiring with pensions, the demand for annuities is growing, and is likely to KEEP growing. On an increasing basis, as reported in Kiplinger, more and more retirees are choosing to include ANNUITIES as all or part of their rollover to an IRA from their 401k, 403b, or other retirement plan. There are four different types of annuities, and all four kinds are allowed by the IRS to fund an IRA. There are NO TAXES due when you roll over 401(k) funds to an IRA annuity. Unfortunately, many investors in or near retirement find themselves in non-guaranteed bond funds paying less than two percent that cannot support income in retirement, and could lose value if interest rates rise. Worse yet, the stock market could fall at the same time interest rates rise, devastating a lifetime of saving. Today, we’ll review three strategies to double your income and eliminate bond risk. Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. A fact filled show you don’t want to miss, MASTERING MONEY is on the air!!!
Mastering Money 2/12/20
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
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About IQ Wealth®
At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
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