SICG Logo     Shreder Investment Consulting Group L.L.C.

FINANCIAL Planning w Investment Management w Wealth Preservation

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EDUCATION

 

 

Client Consultation           Wealthcare Workshop

 

Protecting Your Investment Portfolio     

        

This presentation will cover investments and strategies designed to help you protect your investment assets, as-well-as

achieve and maintain your desired retirement income without the risks and volatility inherit in a traditional investment portfolio.

Call us at 702 898-4683 or click here to schedule your personal webinar.

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 Retirement-Aide Newsletter - monthly enewsletter provides usable financial information to help you achieve and maintain a successful retirement.

(For Nevada & California Residents Only)

 

To subscribe to SICG's Retirement-Aide newsletter, type your contact information in the box below and click the submit button.

 

Name         
E-mail
Phone

 

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Click here to visit our informational web site on Annuities.

 

Click here for information on The Retirement Pros monthly webinars.

 

Click here for information on Guidant Financial Groups Self-Directed IRAs.

 

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Schwab MoneyWise

 

Free educational services from Charles Schwab & Co., Inc

 

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FINANCIAL CALCULATORS

 

Cash Flow

Retirement

Insurance

How long will my money last? Are my current retirement savings sufficient? What is my life expectancy?
How does inflation impact my standard of living? I'm retired, how long will my savings last? What are my long-term care insurance needs?
What is the long-term impact of increased return? How does inflation impact my retirement income needs? How much disability income insurance do I need?
  How will retirement impact my living expenses? How much life insurance do I need?

Taxation

How much retirement income can my IRA provide?  
What is my taxable-equivalent yield? How much retirement income may my 401(k) provide?

Investments

How do taxes and inflation impact my return? Social Security retirement income estimator How do expenses impact mutual fund returns?
Taxable vs. tax-advantaged saving comparison. How much will I need to save for retirement?

How long until my savings reach my goal?

Compare taxable, tax-deferred, and tax-free growth What are my lump sum distribution options? How much should I save to reach my goal?
Compare taxable / tax-free investment return   What will my current savings grow to?

How much of my social security benefit may be taxable?

  What are the tax advantages of an annuity?
What is my potential estate tax liability?   What is the future value of an annuity?

 

 

Shreder Investment Consulting Group L.L.C. ("SICG")

 

702 898-4683

 

Primary custodian is Charles Schwab & Company, Inc. Member SIPC.

Investment Advisory and Management Services provided by SummitAlliance Capital Management, LLC ("SACM")

   

Users of this web site agree to the following

Disclosures - Terms of Use - Privacy Policy

  

 Past performance is not a guarantee of future results and there is no assurance that any investment strategy undertaken will be profitable.  No rate of return is guaranteed. 

Investments in securities involve the risk of loss.  A qualified professional should be consulted before making any tax, legal or financial decisions.

 

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