Leverage Planners Financial Seminars

If you are described by one of the following statements, we invite you to attend our upcoming seminars in Kirkland, WA.

Get Facts, Get Answers, Get Educated and Get the Honest Truth on what is Happening Right Now with Your Savings and Investments

With changes in tax laws, recession, inflation, uncertainty in the Middle East and the stock market roller coaster, it is more important than ever to understand the facts so you can make informed decisions and avoid disastrous mistakes that can significantly reduce the value of your savings and investments. You’ll learn:

Why the financial strategies you used in the past may not be appropriate today or in the future.
How to protect your assets against stock market volatility.
Inflation – the impact it will have on your retirement, financial future and legacy.
How to structure income that is tax advantaged.
Create an income stream that can’t be outlived!
Investments – how much risk are you willing to take?
How to slash your fees while reducing your risks (yet keeping your growth).

Even if you have the services of a good CPA, attorney or financial advisor, a fresh look at your savings and investments can yield at least one profitable opportunity and offer you peace of mind that you are on the right course.

David Donhoff is a well-known financial educator and a frequent radio guest on business talk radio in the King and Pierce County areas. He presents in a fun, enjoyable, and informative style and thousands of investors and retirees have achieved their personal financial goals due to his informative presentations. You’ll have fun, enjoy a delicious meal and leave knowing how to better position yourself and your family for retirement. No specific products will be promoted or sold. Do not miss this unique opportunity!

Do you hesitate opening your monthly retirement account statement?
Is your IRA and company-controlled 401(k) moving in the wrong direction?
Wouldn’t it be nice if your retirement accounts never participated in market losses, only in the gains?
Do you like being told when to take Required Minimum Distributions from your retirement account and causing your Social Security to be taxed?
Could you get excited about tax free growth & tax free distribution for life?

We know how you feel, because we've helped many individuals in this financial situation find a better way. It's called the IRA to Roth Conversion.

Money magazine recently reported on "21 good things to do in a bad market." Their sixth piece of advice was to "convert your old IRA to a Roth."

Leverage Planners believes the IRA to Roth Conversion, made possible through the 2006 Tax Increase Prevention and Reconciliation Act (TIPRA), is one of the most important and solid tax laws ever made available to citizens. Financial expert Merle Gilley says," The Roth IRA is the greatest gift Congress has ever given to the American taxpayer. A protected investment like this lets you enjoy the upside of the market, and protects against the poor performing drops."

Converting to an Roth IRA will reduce your future income taxes, allow you to take less risk, reduce the amount of your Social Security income included as taxable income, and avoid taking required distributions from your IRA that you many not need.

Begin your journey to wealth with TriQuest

Many clients began their wealth-building relationship with Leverage Planners through one of our financial seminars. If you live in Seattle, Bellevue, Kirkland, Bothell, Redmond, and Issaquah we welcome you to attend one of our seminars.

What distinguishes our IRA to Roth Conversion seminars from others is that we do not require you to fill out a 14-page questionnaire which reveals your entire history to someone you've just met. Instead, we have simple-to-use, custom-made financial software that can quickly give you a glimpse into the future. Our software calculates future earnings and taxes you would be responsible for on your current IRA and proposes a better way with less taxes, more money, and less risk.

Our IRA to Roth Conversion seminar will teach you:

A Roth IRA works the opposite of the traditional IRA and other tax-deferred retirement accounts such as the 401(k).
With 401(k)-type tax-deferred accounts, you get a tax deduction when funds are put into the plan and you pay the tax when you withdrawal funds, usually at retirement. With the Roth IRA you pay the income tax when you put the money in and get no tax deduction, however, all future growth and withdrawals are tax-free to you and your beneficiaries.
Roth conversion strategies that will help you move from being taxable to being income tax free. This allows you to avoid stock market crashes, bank failures and unnecessary risks along the way, and provides you with the safety and peace of mind you desire.
How to become a protected investor. A protected investor never invests money unless it is protected from market losses. The rich can take risks with their money, but most Americans cannot.

About Leverage Planners Equity Management

We are a financial services company whose advisors specialize in converting deferred taxed IRA’s to tax free ROTH IRA’s (IRA to Roth Conversions), 401(k) strategies, home equity services, equity management, equity for life, home equity management, home equity uses, investment real estate equity, retirement planning, and fixed index products for in-person clients in Seattle, Bellevue, Kirkland, Bothell, Redmond, Issaquah, and online throughout all of America. Our retirement planning advisors and Roth IRA advisors are the backbone of our equity management company, and separate us from other asset management firms, financial advisor companies, and retirement planning firms.