Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Annuities - what you need to know - Annuities get a bad reputation. Some may be good, some may be bad... Go here to get a better sense of what they are. Variable annuities or fixed annuities - which might be good for you?
  • Ed Slott's IRA web site - Here you'll read some of what we focus on. If you are a do it yourself person, this might help, or cause you to see the value in working with an expert on this subject - such as Richard Loek, Investment Advisor Representative
  • History of taxation of Social Security - This contains history of social security and is an interesting read.
  • Is Medi-Cal/Medicaid spend down what you're wanting? - Review this to find out the bottom line on how much the community spouse can keep - the person not needing nursing home care. Pretty shocking.
  • Medicaid - Keep in mind California is Medi-cal.
  • Medicare's Information on Long Term Care - This is the home page for Medicare's information on Long Term Care Insurance and various points to consider.
  • Our Blog Site - If you have questions, this is an ideal place to submit them and get them answered by a knowledgeable IRA Technical Expert.
  • Social Security's main web site - Very useful and once again for the do it yourself types - have fun.
  • Who do you want managing the technical side of your IRA?? - Consider utilizing an IRA technical expert, such as Richard Loek. If you want to hear more about what an Elite or Master Elite IRA Technical Expert is review Ed Slott's web site at http://www.irahelp.com

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.