Mike Moe

About Mike Moe

It’s hard to believe that it’s been over 20 years since I began helping my clients protect their assets and plan for retirement. Now, over 900 families later, with the emergence of new products and tools, I love it more today than I did then. Bringing peace of mind to my clients, brings peace of mind to me. Web Site: mikemoe.retirevillage.com
Office: 719.559.2544 | Paramount Insurance Services, Inc.

Protecting Your Assets

Two of the benefits of Fixed Indexed Annuities I talk about daily in my practice are 1) their ability to protect retirement accounts from market volatility, and 2) protection from ever running out of income during retirement. Of course, this is retirement asset protection.   But something that has been lost over the past several [...]

By |2019-08-07T22:24:34+00:00August 7th, 2019|General Business|

Avoid Penalties By Learning These Important Early 401(k) Withdrawal Rules

There are rules which can be followed to allow pre-mature access to your 401(k) account. A 401(k) was created by congress to allow workers to accumulate funds for retirement on a pre-tax basis. Eventually he taxes will need to be paid on your 401(k) retirement plan. Accessing the funds should be done with planning and with the goal of using them for retirement income. Life being full of uncertainty, the funds in your 401(k) can be assessed for other reasons; with that access can come unwanted or excessive taxation and penalty. Make sure you fully understand your options before taking action.

By |2019-04-26T20:24:39+00:00April 25th, 2019|401(k) Rollovers|

What is a Prohibited Investment in an IRA?

The IRS restricts specific investment options for an IRA. These restrictions do not allow the investment in collectibles, antiques and other assets. Here is a list: If an IRA invests in collectibles, the amount invested is considered distributed in the year invested. The account owner may have to pay a 10% additional tax on early [...]

By |2019-04-17T19:35:37+00:00April 17th, 2019|Retirement Planning|

Downside Protection And Guaranteed Lifetime Income

Protection against loss and lifetime income!  How can those guys do that? Of all the many wonderful features of Fixed Indexed Annuities (FIAs), perhaps the two most significant features are downside protection of our retirement assets from market volatility along with guaranteed lifetime income. Yes, even if you live to be 100 or more and [...]

By |2019-03-25T16:25:04+00:00March 25th, 2019|Annuities|