HOW WALKER HELPS

IN GUIDING YOUR PATH TO RETIREMENT

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.

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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.

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TAX PLANNING

With the national debt skyrocketing, tax planning helps Federal Retirees understand how to keep more of their hard earned money as tax rates increase in coming years.

What good is investment growth if you can’t actually enjoy it in retirement?

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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.

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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!

READY TO SCHEDULE WITH THE WALKER TEAM?

BELOW ARE A LIST OF WALKER'S UPCOMING WEBCASTS

WALKER CAPITAL UPCOMING EVENTS

The Roth TSP & Other Forms of 'Tax-Insurance'

In this 2nd installment of the WCPG 2021 Webcast Series we are going to explore why we need to rethink our retirement savings assumptions if we want to insure our lifestyle against increasing income tax rates. We will be exploring Historical Perspective of Tax Rates and how those rates correlate to National Debt, the Taxation of Different Asset Classes, Steps for Creating Tax Diversity in Your Retirement Portfolio, & Why 'Tax-Free' is Critical to Ensuring Your Financial Independence... especially as we see the dust begin to settle from the trillions of dollars of stimulus spending forced by the pandemic.

Attendees will also get exclusive access to a personalized Retirement Benefits Forecast WITH 'Tax-Wise' Distribution Guidelines - FREE! You won't want to miss this value-packed opportunity!

Special Viewing: "Power of Zero" + CPA Live Q&A

Join us for complimentary access to The Power of Zero documentary - followed by a live Q&A with the WCPG team!

As The US Debt Spirals Out Of Control, It Threatens To Disrupt Traditional Retirement Alternatives With An Impending Freight Train Of Onerous Taxes.

Learn from some of the industry's the top retirement experts, government insiders, & economists as they explain the true size of the government's fiscal debt problems & the impact that rising taxes would have on entitlement program benefits (such as SS & Medicare) & your retirement…

Thrift SPENDING Plan

Designing Your Retirement Income

In the exciting 4th installment of the WCPG 2021 Webcast Series we are circling back to the TSP but focusing on successful strategies for the Distribution Stage of planning. This includes discussions & additional resources covering; the Outdated 4% Rule, Systematic Withdrawals vs Bucket System, the Antiquated TSP Annuity, More Flexible Alternatives & more!

Attendees will also get exclusive access to a copy of Tom's new book - FREE! Seats are limited & this is our most popular event so don't miss it!

CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?

CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS 

WALKER'S 2020 EVENTS

CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL

WEBCAST RECORDINGS

CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS

CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?

CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS 

WALKER'S 2020 EVENTS

CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL

WEBCAST RECORDINGS

CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS

WALKER  Publications 

FEATURED BLOGS & ARTICLES

The Decisive Decade: The 10-Years That Will Shape Your Retirement

There is a critical period in retirement planning, a span of roughly 10 years that largely determines the sustainability of your lifestyle throughout your retirement. This 10 year time frame has no set start age, like Medicare or Social Security, because this decisive decade is unique to each individual’s retirement date. For it is that date which marks your transition from the Accumulation Phase to the Distribution Phase of your financial lives, it is when you reach the mountaintop of wealth accumulation, retire, and begin plotting your descent route to see you safely to the journey’s end.

Rethinking Tax Assumptions

Have you ‘insured’ your retirement against the threat of higher future tax rates? Generally, when we purchase insurance, regardless of which type, we are paying a small amount of money today (commonly referred to as premiums) to insure against a major expense or concern later. Is there a way that you can apply this same concept to insure your nest egg against future tax rate changes? In other words, is there a way you could pay a little more in taxes today to protect ourselves from potentially paying much more in taxes later?
Have you ‘insured’ your retirement against the threat of higher future tax rates?

Surviving Spouse Benefit

I recently asked this question at one of my FERS pre-retirement seminars and saw many confused faces peering back at me. “What do you mean?” was the collective telepathic response. “Well, income continuation can be designed with purpose, can be planned out, and income for a surviving spouse can come in a number of different ‘flavors’”, I then asked again, “What kind of income do you think your spouse would like if you were to pass away?”

MORE PUBLICATIONS FROM WALKER   

BLOGS, BOOKS & ARTICLES 

ready to begin your retirement JOURNEY?

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