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.