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.

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|