Latest Messages

Fixed Index Annuity info... 5 year study...

November 12th, 2007 at 3:21 pm

Hello Friend,Fixed Index Annuities are safe and pay very good yield.Here is the latest five year study of Fixed index annuitiesfrom The Advantage Compendium: http://indexannuity.org/index_compendium.htmPlease call me with any questions. I look forwar ...

Stretch IRA

May 24th, 2007 at 5:20 pm

From: Jeff McLeodRe: Stretch IRAA New OpportunityThe Internal Revenue Service (IRS) has madesignificant changes to the tax law, making iteasier to set up and pass on an IRA to yourheirs. They have also defined how the wealthmay be distributed once yo ...

Cracks created by the unfolding bear market.

April 3rd, 2007 at 5:15 pm

Friend,Here is a quote from EWI, Bear markets break things apart. This is a simple but important consequence, one that can be highly effective in anticipating important social transformations.Friend, Consider reading http://sociotimes.com/to keep up ...

Quote of the Day.

March 24th, 2007 at 5:47 pm

One's philosophy is not best expressed in words:it is expressed in the choices one makes. In the long run, we shape our lives and we shape ourselves.The process never ends until we die. And the choicesmade are ultimately your own responsibility. ...

Presidents' Day and Annuit Coeptis history

February 19th, 2007 at 10:47 am

Date: February 18th, 2007From: Jeff McLeodRe: Annuit CoeptisLook on the back of a dollar bill above thepyramid, see the words Annuit Coeptis.I have posted the history here:http://happyretiree.com/Annuit-Coeptis.htmlBest of success,Jeff McLeod1-800-28 ...

5 Year Index Annuity Returns 11/06... in case you missed it.

February 12th, 2007 at 12:20 pm

5 Year Index Annuity Returns The annualized yield for indexed annuities reporting returns for the last five years ranged from around 2?% to 6?%. Not great returns if your benchmark was the average stock mutual fund (which averaged 8.36% a year), but ...

Index Annuity Vested Gains and Reset

February 8th, 2007 at 8:29 am

Vested Gains and Annual Reset.. Vesting Some annuities credit none of the index-linked interest or only part of it, if you take out all your money before the end of the term. The percentage that is vested, or credited, generally increases as t ...

Index Annuity Vested Gains and Reset

September 20th, 2006 at 4:06 pm

Vested Gains and Annual Reset.. Vesting Some annuities credit none of the index-linked interest or only part of it, if you take out all your money before the end of the term. The percentage that is vested, or credited, generally increases as the term ...

Annuity Fixed Rates and Bonus Rates

July 17th, 2006 at 1:18 pm

Hello Friend, The one year fixed rates with bonus rates are very attractive. Use the fixed rate strategy for the first year, then consider allocating dollars into the index strategies next year. Remember the best Fixed Index Annuities vest your g ...

Guaranteed Fixed Index Annuity

June 8th, 2006 at 5:36 pm

Hello ((firstname)), Remember the best Fixed Index Annuity vest your gains and resets annually. This is how the safe index annuity has preformed well in good and bad times. Regards, Jeff McLeod HappyRetiree.com 1-800-286-1812