TriQuest Financial Seminars
If you are described
by one of the following statements, we invite
you to attend our upcoming
seminars in Hampton Roads.
• Do you hesitate opening your monthly retirement
account statement?
• Is your IRA and company-controlled 401(k)
moving in the wrong direction?
• Wouldn’t it be nice if your retirement
accounts never participated in market losses,
only in the gains?
• Do you like being told when to take Required
Minimum Distributions from your retirement account
and causing your Social Security to be taxed?
• Could you get excited about tax free growth
& tax free distribution for life?
We know how you feel, because we've helped many
individuals in this financial situation find a
better way. It's called the IRA to Roth Conversion.
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."
TriQuest believes the IRA to Roth Conversion,
made possible through the 2006 Tax Increase Prevention
and Reconciliation Act (TIPRA), is one of the
most important and solid tax laws ever made available
to citizens. TriQuest owner and financial expert
Merle Gilley says," The Roth IRA is the greatest
gift Congress has ever given to the American taxpayer.
A protected investment like this lets you enjoy
the upside of the market, and protects against
the poor performing drops."
Converting to an Roth IRA will reduce your future
income taxes, allow you to take less risk, reduce
the amount of your Social Security income included
as taxable income, and avoid taking required distributions
from your IRA that you many not need.
Begin your journey to wealth with TriQuest
Many clients began their wealth-building relationship
with TriQuest through one of our financial seminars.
If you live in Virginia Beach, Norfolk, Chesapeake,
Suffolk, Portsmouth, Newport News, Hampton, Williamsburg,
Hampton Roads, and the Eastern Shore we welcome
you to attend one of our seminars.
What distinguishes our IRA to Roth Conversion
seminars from others is that we do not require
you to fill out a 14-page questionnaire which
reveals your entire history to someone you've
just met. Instead, we have simple-to-use, custom-made
financial software that can quickly give you a
glimpse into the future. Our software calculates
future earnings and taxes you would be responsible
for on your current IRA and proposes a better
way with less taxes, more money, and less risk.
Our IRA to Roth Conversion seminar will
teach you:
• A Roth IRA works the opposite of the traditional
IRA and other tax-deferred retirement accounts
such as the 401(k).
• With 401(k)-type tax-deferred accounts,
you get a tax deduction when funds are put into
the plan and you pay the tax when you withdrawal
funds, usually at retirement. With the Roth IRA
you pay the income tax when you put the money
in and get no tax deduction, however, all future
growth and withdrawals are tax-free to you and
your beneficiaries.
• Roth conversion strategies that will help
you move from being taxable to being income tax
free. This allows you to avoid stock market crashes,
bank failures and unnecessary risks along the
way, and provides you with the safety and peace
of mind you desire.
• How to become a protected investor. A
protected investor never invests money unless
it is protected from market losses. The rich can
take risks with their money, but most Americans
cannot.
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 (IRA
to Roth Conversions), 401(k) strategies, home
equity services, equity management, equity for
life, home equity management, home equity uses,
investment real estate equity, retirement planning,
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.
Fill
out our form to stay informed about our upcoming
2009 TriQuest Seminars or feel free to call us
at (757) 424-8901.
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