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Planning For Retirement Can Be Confusing...We Make It Simple!

Since our inception in 1999, we have found that most Americans are putting money into the wrong places.  We find many clients are contributing to their employer sponsored 401(k) plan, and we show them why it is only the third best retirement option available.  Why is the 401(k) only the third best option available?  Well for starters, every penny is taxable at retirement and you cannot access your money until you are age 59 1/2 (without a government penalty).  Furthermore, most 401(k) plans are subject to risk, which means you can lose money.

Click video #1 below to watch the "401(k) Fallout" from 60 Minutes on CBS.  Learn the myths and truths about the 401(k), and why you should challenge conventional wisdom when it comes to your retirement planning.

#1

Once you've seen the 60 Minutes video above, you can understand why so many Americans are having second thoughts about using their 401(k) as a viable retirement option. You may be thinking "What are my options?  Where can I maximize my retirement savings while minimizing my future tax burden?"  Watch below as accountant Ed Slott explains where you can find your Retirement Miracle:

#2



After watching these videos, do yourself a favor and call Rivercity Insurance & Financial Services to review several time-tested alternatives to the 401(k) and the IRA.  We'll show you where your money can experience strong growth, while keeping your principle and gains locked in. That's right, every gain is locked in for the future!  We can also show you what options are available that will allow you to access your savings tax-free in the future.  Call us toll free at 866-379-5045 x 101 or locally at 636-379-5045 to speak with a representative about your options.


Bill Martin discusses Tax-Free Retirement on "Retirement Income Answers with Mark Allen"

Mark Allen's weekly show, which airs every Sunday morning in the St. Louis area on the Big 550 KTRS (550 AM), asked Bill Martin to join as a guest on 7/24/11 to discuss the Tax-Free Retirement concept.  To hear a recording of Bill's discussion with Mark, please click on the link below for each of the 4 different segments.  After clicking on the link, it may take as long as 30-60 seconds to load and play the segment.  

Segment One Introduction to the Tax-Free Retirement concept
Segment Two Understanding the difference between Tax-Free and Tax-Loaded accounts in the distribution phase (retirement)
Segment Three Why haven't I heard about Tax-Free Retirement before?
Segment Four Learn about IRA Tax-Bombs 

 

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Rivercity Insurance & Financial Services, 1022 Peruque Crossing Court, Ste A, O'Fallon, MO, 63366 | Tel: 636-379-5045 | Fax: 636-336-0485