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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.”
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The Financial Enhancement Group……When it has to last.
Registered
Representative offering securities through
World Equity Group, Inc. Member
FINRA/SIPC.
The Financial Enhancement
Group currently serves clients in California, Arizona, Colorado, District of
Columbia, |
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429 East 14th Street • Anderson, Indiana • 46016 • Tel. 765.640.1524 • Fax. 765.640.1561
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