Get behind the wheel of your investment distributions. Explore the investment advice we share with Fortune 500 company executives, and take control of your savings.
If you’re like many Americans, you’ve planned for your retirement with tax-deferred IRAs and 401(k)s, trusting that tax rates will stay on cruise control. Unfortunately, they won’t. Right now, the U.S. government is spending more than it collects and it’s increasing with Social Security and Medicare spending. In 2016, the national debt was $19.258 trillion. The whole system may be unsustainable at current tax rates. As always, any shortfall will come out of taxpayer dollars—including taxes on your retirement money.
The Zero Tax Roadmap can help you be confident about your retirement savings strategies. You may be able to safely recover misdirected assets and reallocate them to a plan designed to help maximize growth potential, while minimizing risk and increasing the amount you receive in retirement.
At Impact Wealth Group, we put nearly 70 combined years of financial services industry expertise to work for you. We partner with some of the largest most respected financial companies in the world, with the goal of making a positive impact on your retirement income.
The Zero Tax Roadmap is a step-by-step asset shifting guide that can help you get full mileage from your assets, while minimizing risk, under the current tax code. You’ll learn to take charge of your retirement savings through tools like a private pension plan, Index Universal Life Insurance, Roth IRA’s, and modifications to overall investment planning. We use precise calculations to gradually re-position your taxable, tax deferred, and tax-free savings to help bring you as close to a Zero Tax retirement as we can possibly achieve. Even if taxes double but you’ve followed our Roadmap, the amount you get won’t change.
With nearly 7 decades of financial expertise, IWG is positioned to advise you on how to simultaneously reduce taxes and investment risk. Over the years, we’ve collectively served over a thousand investors, without a single SEC complaint.
CLYDE CLEVELAND has 43+ years in financial planning and investment strategizing, with a focus on risk-management. He also teaches financial service agents how to improve their performance and maximize after tax income for their clients.
ART ATHANAS, LUTCF has been in the financial services industry since 1990. At Prudential Securities, he served as a stock broker and investment advisor representative. He now specializes in helping clients to reduce the impact of taxes on accumulation and distribution of retirement assets.
"How much retirement savings is enough?"
It’s a question we hear a lot. It’s not the amount of financial assets you accumulate for retirement, it’s how much you get to keep. Think of your retirement distributions as a full tank of gas: Do you want inflation and taxes to guzzle all your financial assets away? And what if there’s a major market downturn or unexpected health expenses? At IWG, we want you to have more than enough funds to help fuel a fulfilling retirement.
We can teach you how to become your own “banker” and borrow money from yourself with absolutely no interest. And through indexing, you’ll lock in yearly gains while minimizing risk.
In short, we believe we have the ideal retirement savings vehicle. And our Zero Tax Roadmap can get you where you want to be.
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