PLAN YOUR RIDE

RIDE YOUR PLAN THRU

RETIREMENT

Affluent Texans who want to plan their ride through retirement turn to Michael Owen.

Michael simplifies complex financial issues and helps his clients drive straight to their goals with customized financial solutions.

If you want to ride into retirement smoothly, talk to Michael to determine your best route today.

What does your perfect retirement look like ?

Why should you plan with Michael ?
 

ARE YOU A RIDER?


Michael brings 26 years of investment experience and 33 years of riding experience into a unique combination for you. He plans retirements for fellow motorcyclists, and for business owners who are riders. Click here to learn more.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

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.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

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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