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The financial experts at the Financial Enhancement Group can help you understand what the nation’s IRA expert, Ed Slott, writes in his book “The Retirement Savings Time Bomb…and How to Defuse It.”

The fact is, many Americans have their entire life savings tied up in IRA’s and other retirement plans. The big question remains:

Once you have built up your nest egg, how do you get it back out?

One of our talented planners can help show you how to:

·       Make the most of retirement savings

·       Save in excessive, often needless taxation

·       Pass more assets on to loved ones and other beneficiaries

·       Keep retirement assets in the family for decades, even generations, with minimal or no taxes

·       Expand knowledge of retirement distribution planning

·       Tap retirement funds for emergency cash—without potentially paying a tax penalty

·       Take advantage of the latest tax law and IRA rule changes

·       Integrate a retirement account with an overall estate plan to create an estate plan

·       Avoid falling into tax traps with inherited IRAs or other retirement accounts

“Big Joe” Clark, CFP, RFC, managing partner of the Financial Enhancement Group, serves as a member of Ed Slott’s Elite IRA Advisor Group, one of the premier groups dedicated to educating their clients about the up’s and down’s of IRA’s, and how to put IRA’s to work for you.

Click on the link to watch some an interview of “Big Joe” and Ed Slott, author of the “Retirement Savings Time Bomb.” 

“Big Joe” and Ed Slott 


 

 
 
 
   

The Financial Enhancement Group……When it has to last.

Registered Representative offering securities through World Equity Group, Inc. Member FINRA/SIPC.
Registered Investment Advisory Representative offering securities through World Equity Group, Inc.

The Financial Enhancement Group currently serves clients in California, Arizona, Colorado, District of Columbia,
Florida, Georgia,Illinois, Indiana, Kentucky,Maryland, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Jersey,
New York, Ohio, Tennessee, Texas, Utah and Wisconsin.

 
       
   

429 East 14th Street • Anderson, Indiana • 46016 • Tel. 765.640.1524 • Fax. 765.640.1561
P.O. Box 970 • 415 Columbia Street, Suite 2000 • Lafayette, Indiana • 47902 • Tel. 765.428.5040 • Fax. 765.428.5700
311 East Drexel Parkway • Rensselaer, Indiana • 47978 • Tel. 219.866.5196 • Fax. 219.866.5835
301 South Adams • Marion, Indiana • 46952 • Tel. 765.668.3208 • Fax. 765.662.8340
 


Disclaimer:
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Financial Enhancement Group LLC and any of its employees acting as an agent, may only transact business in a particular state if first registered, excluded, or exempted from registration requirements whether individually or as a firm. In addition, follow up conversations or meetings with individuals in a particular state by Financial Enhancement Group LLC or its employees acting as agent, to effect transactions in securities, investment planning, or other personal investment advice will not be made without first becoming registered, excluded, or exempted from registration requirements either individually or as a firm.