• Decrease font size
  • Default font size
  • Increase font size

Does all the talk about Social Security going broke worry you? Are you like most Americans and have an expectation that after a lifetime of working, you will be able to enjoy a comfortable retirement?

If so... Start Saving Now - Click Here!

Do you currently have a systematic savings plan for your retirement goals? If you compare what you have been able to save; to what you have earned over the last 10 years…are you happy?

If not... Get started paying yourself first - Click Here!

The problem today is that it is all up to you to provide financially for your family’s future. With Freedomflex®, we put you in the driver’s seat with an affordable way to take charge. Your money CAN work for you protecting your family and saving for your future needs. Start Saving Today - Click Here!

When It Comes to Saving, It’s Getting Late Early. According to the Employee Benefit Research Institute, 46% of all American workers have less than $10,000 saved for retirement and 29% of all American workers have less than $1,000 saved for retirement. Don’t Wait, Start Now - Click Here!

Those Cat Food Jokes Aren’t So Funny Anymore... One out of every six elderly Americans is already living below the federal poverty line, according to the U.S. Census Bureau.

Don’t want to be the butt of the joke? Start Saving Today! - Click Here

Why Choose Us?

Nearly $1 Trillion of qualified retirement funds are set to go into motion as the baby boomers begin to retire. Are you retired or near retirement? Retirement accounts that previously in the accumulation phase will now be moving to the de-accumulation or distribution phase. This distribution phase should continue the entire life span of the owner, the spouse, children and grand children. Unfortunately less than 8% of retirees have properly structured retirement accounts. An improperly  structured account may not provide benefits for the owner, let alone the spouse and two additional generations of heirs.


A properly structured account will take advantage of the often overlooked advantages available to retirees as a result of the revisions made to the IRS publication 590 in 2002.  W.R.Peiffer specializes in IRA Distribution Planning. Having a specialist properly structure your retirement accounts to take advantage of IRS revisions can mean the difference between out living your savings or enjoying a comfortable retirement and passing on a legacy to your heirs.


EXAMPLE:  A properly structured $300,000 IRA can pay out over $1.6 million to three generations at only a 5% rate of return.

While you are working and contributing to your IRA many advisors can help you grow your nest egg. However  the distribution phase requires a specialist. Only someone who is an IRA distribution specialist and understands the revised IRS codes can properly structure your distribution plan to guarantee you and your heirs will receive the maximum benefit from the nest  egg you spent your life building.

Treat your wealth like you would your health. Get a second opinion.

Call 708-349-7940 to arrange a no cost no obligation review.



 

FreedomFlex Video

On The Air


Twitter Latest

Follow Us On...

Facebook LinkedIn Twitter YouTube

W.R. Peiffer & Associates, Inc. specializes in Wealth Accumulation Planning. We work with individuals, small businesses and the self employed in Illinois and Indiana.