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Money magazine recommends IRA to Roth Conversion

Chesapeake, Virginia, January 21, 2009 -- Money magazine recently reported on "21 good things to do in a bad market." Their sixth piece of advice was to "convert your old IRA to a Roth."

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TRIQUEST Seminars • Do you hesitate opening your monthly retirement account statement?
• Is your IRA and company-controlled 401(k) moving in the wrong direction?
Our seminar on IRA to Roth Conversions can teach you how. Learn more here.
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Merle Gilley
Founder and President

Merle Gilley is the Founder and President of TriQuest Equity Management, a personal and business financial planning firm headquartered in Chesapeake, Virginia. He is a leading financial advisor who has spent more than nine years helping hard-working Americans grow wealth through cutting-edge financial strategies.

He is an expert at Home Equity Management, Retirement Planning, Roth IRA Conversions, Asset Management, and Equity Index Life and Annuity Contracts.

Not satisfied with some of the financial tools and retirement planning techniques that many home equity management companies use, Merle worked with a top-notch software company to develop TriQuest's signature financial planning software. Three years and a quarter-million dollars later, TriQuest clients and potential clients consistently benefit from this unique process which allows individuals to quickly look into the future to see how much they could have through smarter, safer investing.

The Early Years
Merle has always been defined by his trustworthiness, common sense and sincerity. As a teenager he built custom houses in Virginia, and then served a 4-year tour in the U.S. Air Force where he excelled as an Aircraft Maintenance Specialist and Crew Chief on B-52 Bombers.


After leaving the Air Force in 1984, Merle founded and operated a successful advertising firm. At the 15-year point, he sold the advertising firm in order to pursue his long-time dream of helping Middle Class families build wealth.


Growing up in a Middle Class family, Merle understands the efforts and sacrifices people have to make to become financially independent.

Making A Difference
In 1999, Merle bought a commercial building in the Greenbrier section of Chesapeake, Virginia, and established TriQuest Equity Management, which focuses on home equity management, retirement and estate planning, Roth IRA conversions, and equity index life and annuity contracts.


He quickly built a loyal clientele of individuals and families in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, Newport News, Hampton, Williamsburg, Eastern Shore, Hampton Roads, Richmond, and throughout Virginia. These clients gladly told their friends and co-workers about Merle and his financial planning firm grew.


This local and regional success allowed Merle to grow his financial services company into a nationwide operation that now consists of more than 900 financial advisors. He consistently trains his team through comprehensive, national-level educational seminars in order to keep them up to date on cutting-edge financial strategies.

Building Wealth When Earning Under $90,000 A Year
Merle worked hard and invested heavily to produce financial systems that build wealth for families making under $90,000 a year. These financial tools explain to individuals how to use index life insurance and index annuities to optimize their assets -- whether home equity, retirement programs, IRA’s, and more.


For the past 10 years, Merle has helped thousands of families live the American dream, build wealth and secure a comfortable lifestyle deep into their golden years.


Merle is a native of Virginia Beach and celebrated his 25th Wedding Anniversary with his wife Monica, who is also from Virginia Beach. They have one daughter, Mia, who is eight years old. Merle enjoys reading, traveling, golfing, and computer programming. He unleashes all those desk hours through road racing motorcycles on international raceways. One of his passions is teaching and training young riders how to enjoy the sport of motorcycling safely.

 

About TriQuest Equity Management
We are a financial planning company whose financial advisors specialize in converting deferred taxed IRA’s to tax free ROTH IRA’s, 401(k) strategies, home equity services, equity management, equity for life, home equity management, home equity uses, investment real estate equity, retirement planning, Roth IRA conversions, IRA conversions and fixed index products for clients in Virginia Beach, Norfolk, Chesapeake, Suffolk, Portsmouth, Newport News, Hampton, Williamsburg, Hampton Roads, Eastern Shore, Richmond, and throughout Virginia. Our retirement planning advisors and Roth IRA advisors are the backbone of our equity management company, and separate us from other asset management firms, financial advisor companies, and retirement planning firms.



For a no-cost phone consultation, feel free to call us at (757) 424-8901 or fill out this form.