Premier Wealth Group

Everyone needs a solid financial strategy.

Growing and preserving wealth requires a professional who has the vision, the resources and the experience to help you manage your unique ambition.  We represent one of the leading financial services companies and we operate with the utmost integrity and professionalism. 

 

Our mission is to build sound financial strategies for our clients to ensure them a comfortable lifestyle, as well as to create and preserve wealth for a financially secure tomorrow. 

 

Please contact us if you would like more information about a particular financial product or service.  You can request information by clicking the link above or contacting us by email or phone.     

 

Premier Wealth Group

2650 Warrenville Road, Suite 100

Downers Grove, Illinois 60515

630-441-1000

 

The Premier Wealth Group was recently named one of the "101 Best and Brightest Companies to Work For" by the National Association for Business Resources and a "Top Work Place" by the Chicago Tribune.

  

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Retirement IQ Quiz

How much do you know about Retirement Income?

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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