POWER of ZERO
THE TAX TRAIN IS COMING
WHY CHOOSE A MEMBER OF
ED SLOTT’S ELITE IRA ADVISOR GROUP℠?
Your hard-earned money is at high risk for being lost to taxes and fees if your advisor doesn’t know to ask you the right questions, is not aware of changes to the turbulent tax code, and/or hasn’t been trained on high-level retirement planning strategies.
Listen to members of the Ed Slott & Company team explain why consumers should work with an advisor who receives specialized training in IRA distribution planning via their membership in Ed Slott’s Elite IRA Advisor Group℠.
WALKER CAPITAL IS PROUDLY RECOGNIZED AS ONE OF
ED SLOTT’S ELITE IRA ADVISORS
Why Ed Slott’s Elite IRA Advisor Group?
Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis.
Members of Ed Slott’s Elite IRA Advisor Group train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.
Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Work with a financial professional who invests in their education to eliminate risk and keep more of your retirement dollars for you and your family.
WHY CHOOSE WALKER?
TO guide youR PATH TO RETIREMENT
WHY CHOOSE WALKER CAPITAL?
THE RIGHT TEAM with THE RIGHT TOOLS
The Right Team
As taxes begin to rise in coming years, it is critical that a holistic retirement truly consider the impact of taxation on retirement benefits, tax-deferred savings, & Social Security – which is why WCPG planning partners tax-centric retirement consultants with our CPA to help you navigate retirement successfully!
The Right Tools
WCPG’s art is the science of retirement planning! We help families around the country thrive using webinar technology to easily apply the latest in Retirement Benefits Forecasting software, tax-planning tools, budget calculators, & Risk Tolerance Assessments to help design the blueprint for a successful retirement!
AS SEEN ON:
AS SEEN ON:
CHOOSE WHAT YOUR RETIREMENT NEEDS
HOW CAN WALKER HELP?
RETIREMENT PLANNING
Can you afford to retire? What kind of retirement lifestyle will you be able to enjoy? You have saved your whole career towards this goal, but what if you are left with too much life at the end of your money?
Retirement Planning with Walker Capital is your guide through these tough questions.
BENEFITS COORDINATION
Holistic planning for Federal Employees begins by understanding how your current Federal Benefits work, what they cost, cover, & what obstacles you may encounter. For nearly a decade Walker Capital has specialized in coordinating FERS & CSRS benefits within successful retirement plans.
TAX PLANNING
An Estate Plan ensures that the assets you have worked hard to accumulate during your life go to the people & organizations you care about.
A well-constructed comprehensive estate plan can help address your specific estate planning needs.
INSURANCE PLANNING
When properly utilized, insurance can help protect the quality of both you & your family’s lifestyle throughout your career, in retirement, & even beyond (legacy).
Learn how Living Benefit Riders can provide flexible protection so your plan can evolve as your needs change over time.