JGREENE & ASSOCIATES PARTNERS WITH TAX TEAM TULSA

Welcome to JGreene & Associates, Inc. website!   I encourage you to spend some time reading the articles and learning about JGreene & Associates.  If what you read raises questions or concerns about your life savings and want to learn more, I conduct four workshops a month and you are welcome to attend.  Please call my office for reservations. 

 

 

   

 

 

We are excited to announce a new service under the JGreene & Associates umbrella!  We are now working with a network of CPAs and Tax Professionals to offer a full service tax business.    Please click on the Tax Team Tulsa Logo to find out more about us.

DO YOU HAVE A SAFETY NET?

With the stock market more volatile than ever, people seeking to reserve their assets and reduce taxes are looking for alternatives for their retirement savings.  If that describes you, then you have come to the right website!

All Seniors should be looking for a SAFE PLACE to "grow their money".  Would you like an a place to put your money that pays gains based on the stock market, yet helps protect your principal when the market declines?

Do you have insurance on your home and automobile?  Do you have a supplemental insurance policy for health?  I hope the answer is yes to these questions.  Then does it not seem intelligent to have insurance on your life savings as well? 

The products I work with guarantee that you will never lose your principal!  It's not every day that you find the opportunity for potential growth with true safety in the same financial vehicle.  Usually people are compelled to make one of two choices, either they give up a degree of safety in exchange for a greater potential for growth or they accept less growth in exchange for a higher degree of safety. 

If you are retired or on the verge of retirement it is important for you to consider how your Social Security may be impacted by taxes.  Fixed Indexed Annuities allow you to earn interest income on your original principal, interest on the interest earned, and interest on the money you would have paid in taxes.  Deferred annuities enable you to accumulate earnings tax-deferred.  Interest income from an annuity is not taxable until the income is withdrawn from the annuity.

The old annuities tied up your money forever..today's Fixed Indexed Annuities DO NOT TIE UP YOUR MONEY!  You can draw an income and never touch your principal.  There are benefit riders inside a Fixed Indexed Annuity that allow you to withdraw all or part of your life savings if you need it.  Like assets in a living trust, money placed in an annuity is exempt from probate.  At the annuity owner's death, the funds in the annuity are transferred to the named beneficiary.

 

 

 

 

 

 

 

 

 

 

Visit other pages on our website:    

 

   Our Mission                            About Us                  

 Free Portfolio Analysis              Is This You

 

 
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Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

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