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Welcome to Mercer Financial Group, Inc.
We are a local Denver company, specializing in retirement distribution planning and mitigating tax. Few investors realize the federal government is the primary beneficiary on their retirement accounts, and unless they take specific steps to “disinherit” Uncle Sam, they could sacrifice from 35% to 90% of their nest egg to taxes.
Let Mercer Financial Group, Inc. create a distribution plan for you that protects principal, defers or eliminates tax, and turns your IRA into a supercharged, multi-generational legacy for your family.
Tune in every Saturday at 10am to Mile High Sports Radio AM1510 for "Money and Retirement Talk".
We are currently hosting free IRA workshops. Please call or email us to reserve your seat. Each attendee will receive a free $100 gas card, limit 1 per household.
Schedule your free appointment and learn about:
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How to select the proper beneficiaries to maximize IRA growth and minimize tax implications
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How to avoid the 70% tax trap on IRAs.
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What you must know before you name a trust as a beneficiary.
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10 Questions you MUST ask your IRA custodian TODAY!
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What impact the Pension Protection Act, signed into law on Aug 17th, 2006, may have on your IRA and what you must do to protect it.
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Why millions of people are choosing annuities as their safe money vehicle.
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How to get Long Term Care Coverage without paying monthly premiums.
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Life Settlements and how they can benefit you.
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How to permanently crash-proof your portfolio.
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The top 10 features to look for when selecting FIAs.
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Which index to choose and why.
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How to generate index gains with zero downside risk.
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The importance of Long Term Care Insurance
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How to make a tax-free exchange into an FIA from retirement plans and other annuities.
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How to instantly kick start your principal with huge double digit upfront bonuses.
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How to never let a profit slip away from you again.
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Index gains are locked in once a year, eliminating market index risk due to losses.
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How to protect your nestegg from a long term care catastrophe.
Tired of paying life insurance premiums? Consider this...a 77 year old with a $1,000,000 universal life policy, with $77,000 cash value, sold the policy for $230,000.** Contact us to find out how you may qualify.
We are currently offering a 6%-11% upfront bonus on all Tax-Deferred Accounts: 401(k), 403(b), IRA, etc. Learn how to get the best of both worlds: Downside protection from market loss, participate in market index returns each month of the year. Get up to a 12.5% bonus on your deposit, with no caps on the upside market potential. Call 1-800-879-9630 or 303-320-1460 for more information.
Low CD Rates Got You Down? We currently have a fixed account that is offering a guaranteed rate 5.30% on a minimum deposit of $100,000 and 5.10% on anything less. The rates are guaranteed for 5 years! Lock them in before rates go down!
Need Life Insurance? Visit our Life Insurance Site that shops hundreds of carries so you don't have to! Save up to 75% on life insurance. Visit our site by clicking here.
**Must be 65 years or older to qualify. Based on numerous factors, actual life settlements may vary.
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