JOIN US FOR A COMPLIMENTARY PRESENTATION

STRATEGIES DESIGNED TO PREVENT INFLATION & TAXES FROM DEPLETING YOUR RETIREMENT

FREE REPORT TAKE CHARGE OF YOUR TAXES.

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What You'll Learn

  • RISING INFLATION: Learn how it’s shaping current investment strategies and what you should expect in the future.
  • STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
  • SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
  • TAX REDUCTION STRATEGIES: Strategies to protect your retirement income from potential tax increases.
  • IRA WITHDRAWALS: How withdrawals from IRA’s could cause you to lose up to one-third of your Social Security.
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.
  • THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your beneficiaries.

Featured Speaker

William M. Ilgenfritz

Bill is a 1991 graduate of West Virginia University with B.S. in Business Administration. Due to his ever increasing senior client base, Bill recognized the need to focus on the most effective means of financial planning for the golden years. In 1998 Bill formed the Ilgenfritz Financial Group, specializing in securing the nest egg of seniors.

To further assist his senior clients, in 2001 Bill formed IFG Senior Tax Solutions. Professional tax advisers prepare senior’s taxes and ensure they are taking advantage of unique tax breaks designed specifically for them. Their focus is to inform retired individuals of ways to minimize their tax obligations.

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