A Few Words About Us
We here at Asset Guard, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Learn MoreEducational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
Learn MoreWeekly Newsletter
Top 3 Things to Ask Your Financial Professional During Financial Literacy Month
April is National Financial Literacy Month and a perfect time to increase your financial literacy, while establishing and maintaining healthy money and finance habits. One way you can become financially savvy is by getting advice from financial professionals....
read moreFour Reasons to Own an Annuity
Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make: to take an after-tax lump sum...
read moreFixed Indexed Annuities FAQ
Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says...
read moreIRA Blog
Roth Conversion, Pro-Rata Rule, and Rollovers: Today’s Q&A Mailbag
Question: I was curious if a Roth conversion of post-tax money from an IRA is subject to the pro rata rules if the IRA owner also owns a SIMPLE IRA? Is the SIMPLE excluded from the calculation? Thanks Joseph Answer: Joseph: The pro-rata rule looks at the balance...
read moreHow Much Can a Stretch IRA Be Worth?
One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the rest of the beneficiary's life -- or even longer. And these can be...
read moreNon-Deductible Contributions, Form 8606, and Conversions: Today’s Q&A Mailbag
Question: Dear Mr. Slott, I am writing because I have what may be an unusual IRA reporting situation and would like advice, or if you will, a judgement as to how I may handle the reporting for 2017. This particular situation is one I have not heard of or seen...
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