“How to Avoid a Retirement Nightmare”

March 2nd, 2010

Planning for retirement is no place to be a daredevil, and yet most people are just that, even though they may not think of themselves as one. But anyone who spends a lifetime building up a retirement nest egg and does not take the time to check up on it once in a while to make sure all systems are go is indeed flying without a net and tempting fate.

Imagine getting in your car day after day without ever giving a thought to whether it’s got oil in the crankcase or needs a tune-up, without ever having a mechanic take a look under the hood or kick the tires—just to trust that it will always start, always get you where you want to go. You wouldn’t think of treating your car that way, and yet if a car breaks down, it can be fixed or replaced. You can call AAA and get it towed, or just leave it by the side of the road and walk—as I’m sure you may have done in the past.

In fact, people spend more time checking a grocery or sales receipt than review their retirement portfolio once a year.

That’s why we have 2 FREE Powerful Reports we would like to send you that May change Your Life.

These two reports address the following issues:

· How to convert your IRA/401 (k) to a Roth with TAX FREE INCOME.

· Learn how to avoid a costly probate and cut your tax bill.

· Keep the IRS from grabbing up to 80% of your retirement Savings.

· Help protect your assets to make sure you don’t outlive your money.

· Avoid stock market losses…But realize stock market-like GAINS.

· How the new Life Insurance policies can pay your Long Term Care expenses.

· How to avoid a Retirement Nightmare in 2010.

· Reduce or eliminate paying income tax on Social Security.

· Get TRIPLE COMPOUNDING on your CD money.

· How to have GUARANTEED Lifetime Income starting in 2010.

· Maximize Tax-Free transfer of wealth to your advantage.

For your 2 FREE Powerful Reports called “Six Common Mistakes Retirees Make” and “How to Have Tax Free Income Starting in 2010.” Please call our 24-Hour recorded message. 888-284-8405 or click here - ProMoneyReports

The Pension Protection Act - What you need to know

February 19th, 2010

The Pension Protection Act of 2006

There are several provisions of the Pension Protection Act (PPA) of 2006 that affect long term care planning in 2010 (PPA Sec. 844).One of the provisions permits the use of a non-qualified annuity to pay for Long Term Care insurance premiums free of federal income tax. Most annuities that have grown substantially in value will eventually incur taxes on the gain. However, if that money is used to buy a Long Term Care insurance policy, the client may not be taxed on any gain used to pay for Long Term Care insurance premiums.

Do You Know Who Your Beneficiaries Are?

February 17th, 2010

The Amwell Agency February 2010 Newsletter

Special Alert

February 9th, 2010

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The Amwell Agency Oct ‘09 Newsletter

The Amwell Agency Now Offers Property & Casualty Insurance

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