Roger Ely
Licensed Insurance Agent, Member Asset Protectors Million Dollar Club
Free
Safe Retirement Savings Strategies Your Banker/Broker Won't Tell You About! Expert
Roger Ely Quick Facts
- Main Areas
- Senior Retirement & Estate Planning, Retirement planning for the 20-30 year olds as well (TAX FREE growth, TAX FREE income, TAX FREE to heirs)
- Best Sellers
- Fixed Indexed Annuities, Income Guarantee Riders, Long Term Care Insurance
- Career Focus
- Retirement planning specialist, Author, Speaker, Estate Planner, Insurance Professional
- Affiliation
- Asset Protectors Million Dollar Club, Aviva, Annexus, RBC, North American, Mutual of Omaha, Great American, ING, American Equity, Life of Southwest, Lincoln National, and many more
Roger Ely is a licensed insurance agent, Author & Speaker but that's not why his clients do business with him. They do business with him because he's the Professional that solved the problems other Brokers, Bankers, Agents and Advisors created for them...&he can help YOU too!
*avoid market risk yet get market like returns
*reduce or eliminate taxes on Social Security
*stop paying taxes on interest earnings (CD's, Brokerage accounts, Mutual funds)
*plan for the devastating costs of Long Term Care but avoid Medicaid spend-down
*make sure heirs inherit your nest egg avoiding the evils of probate & estate taxes
*convert taxable IRA's to TAX FREE Roth IRA (till end of '10)
*guarantee your income for life
*guarantee you NEVER LOSE ANOTHER DIME!
Of course Roger can also provide basic insurance products like Med Sup, Long Term Care, Life Insurance and annuities but you'll find the greatest benefit in taking advantage of the COMPLIMENTARY CONSULTATION he offers.
This consultation will be in the comfort of your own home, if you live outside a 3 hour radius from Raleigh, NC, it can be accomplished via e-mail or over the phone. To get complete details go to http://letstalkretirment.com and click on the Free Consultation tab on the left side of the site.
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Articles by this expert
SelfGrowth articles and saved writing connected to this expert.
Article
Traditional Retirement Planning is in Trouble - Don't Get Comfortable the 3 Legged Stool is Broken
If you're over 60, you're probably familiar with the traditional "Three Legged Stool" model of saving for retirement; SOCIAL SECURITY, PENSIONS, SAVINGS. You may have used this method in planning your retirement income. Well don't get too comfortable - the stool's broken! If you've watched the news much lately, I'm sure you're aware of the the challenges facing us. In this post we'll look at the problems you WILL be facing and then a solution to securing your retirement savings. PROBLEM #1 SOCIAL SECURITY:
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Life Insurance - This 1 product offers 4 must have retirement benefits that no one talks about
Ok I know what you're thinking, "Why do I need life insurance." Most folks I meet with have a negative view of what was once a must have product in everyone's portfolio. Unfortunately most agents have sold this multi-functional product short and promoted it just for death benefit. But there's more to it. Here though are some of the benefits:
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The CRASH of 2010 Part II - The #1 Safe Retirement Savings Solution
As I ended my last post, I mentioned that according to Harry S Dent*, market collapses are tied to spending and there is a report being release on July 27, 2010 that will show consumer spending at less than 1%. This, Mr. Dent's research shows, will precipitate a massive collapse in the market. The impact is likely to be immediate but but occur sometime betwee July and Dec '10.
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The CRASH of 2010 - This is NOT a Drill
Despite what the current administration says and would like us to believe, the current financial crisis is not over; in fact it's probably just beginning. If you're paying attention, it doesn't take a genius to figure out that we're on the verge of a catastrophic collapse in the market that could easily lead to a full out depression or at the very least a double dip recession that will take some years from which to recover. I'm not a doom and gloom kinda guy but I am a realist.
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Get Retirement Savings Safety, Liquidity AND Great Returns - Cake & Eat it too!
All my clients have one thing in common they want their retirement money safe but they don't want to "tie" it up - they want to enjoy it! So here's a way to "have your cake and eat it too".
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Are the Yard signs "Cash for Property" a Scam?
If you're one of many home owners who, in todays tight economy, finds themselves between a rock and hard place, unable to pay the mortgage and needing to sell fast, you've probably noticed those "Cash for Property" yard signs.
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How to Sell Your House Privately
Is it time to sell your house privately? If you're trying to sell your house in this economic downturn, you may want to sell your house privately. Perhaps you've had your home listed with a realtor with no results. Perhaps you'd just rather save the cost of paying a realtor's commission which could could be $18,000 on a $300,000 home. So if you've decided you want to sell your house privately, then there are some things you need to do. 1) To sell your house privately, first clean it up!
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Retirement Investment Advice: They don't call them "BROKErs" for nothing
If you don't want to be "broker", fire your Broker! Sound a little rash? Think about it. Did you lose a big chunk of your retirement savings back in 2000-2003? Most lost 40-60%. Did you lose again in 2008? Many lost 20-40% or more! Now ask yourself this question, "Did you ever get back to even?" The answer is no doubt NO! So what makes you think it won't happen again? Somehow magically your broker will get it right next time? OF COURSE NOT!
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Retirement Investment Advice: Don't leave the DRAGON out of your calculations
Ok, I know what you're thinking, "What do Dragons have to do with investing?" Well I just got back from the Dragon boat race in Oriental, NC (appropriately name) and I have dragons on the brain! I ran across a quote from J.R.R. Tolkein (Author of the Hobbit & Lord of the Rings Trilogy) "It does not do to leave a live dragon out of your calculations, if you live near him." Say WHAAAT!
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Retirement Investment Advice: Let go of the anchor of drown
The following is fictional. The names have been changed to protect the innocent. :)
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The Prefect TAX FREE Retirement Plan for Small Business Owners
One of the problem business owners have - especially small business owner - is how to set up their retirement plan without having to provide it for the whole world! If you try to set up a 401k or other Federal plan you have to include your employees. Now as a small business owner myself, I want to look out for my employees I GAVE THEM A JOB! But when I think about the extra cost of setting them up with a 401k it's out of the question; especially in these turbulent financial times. I HAVE A SOLUTION! But more about that later; first lets look at the problem.
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