Hello, I’m Richard Haskell. I’ve been a licensed Texas Insurance Broker for the last 26 years. The focus of my financial planning practice has been to provide Senior Citizens in both Dallas and Ft. Worth Texas with the latest information how to do 401k and IRA Plan Rollovers.

My major objective is never to sell you any product or service. My sole focus is to give you enough information so you can make an informed choice, and be relaxed with your decision, even if that decision is to do nothing at all.

In the last year, I have been extremely active in helping my clients move money out of risky mutual funds and stocks. They are sick and tired of the stock market roller coaster rides, and all of them want to place their feet on firm, solid, financial ground.

Retirement planning experts, including myself, caution that you should have deposits in “safe money” instruments, such as CD’s and money markets, in direct proportion to your age.

For example, if you are 65 years old, you should have at least 65% of your retirement dollars in safe money. With the current crisis on Wall Street, and the markets rising and falling with no end in sight, I am telling all of my clients to move 100% of their savings into “safe money”, keeping just enough cash in checking accounts to pay current monthly expenses!

But this advice does present a serious problem for many retirees. The problem is, of course, that safe money interest rates of 2%-3% are fully taxable (whether you withdraw from your account or not) and do not even keep up with inflation!

Is there a solution to this dilemma? You bet there is. It’s called the Certificate of Annuity where you can receive 7%-9% tax deferred returns on your retirement dollars with no risk to principal.

For a FREE, NO OBLIGATION report on these safe investment alternatives, contact me and you will shortly have the information to read in the privacy of your own home. For more in depth information on 401-K Plans, IRA Rollovers, and wise financial planning, read carefully the “IRA Wealth Management Guide.” You’ll be glad you did!

Click here for information regarding what will be discussed at our First Appointment.

Mr. IRA
1.877.365.0042