* Financial Advisor

Park Avenue Securities, LLC

262.860.1180  ext. 226

My goal in working with clients is...

..to strategize for and then teach how to improve their financial situation without any additional out of pocket costs. This commonsense approach is a counterintuitive but very educational way to teach clients important, basic principles in money management.


Click here, to view the...   LIVING BALANCE SHEET  introduction. 

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.  The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.          © Copyright 2005-2013, The Guardian Life Insurance Company of America

If you don't read the newspaper you are uninformed, if you do read the newspaper you are misinformed.  --Mark Twain



The IRS penalty for not taking out the required minimum distribution (RMD) is 50% of the monies you were required to take out.

 

Source: IRS form 5329, line 53

 

Interested in having me contact you with an answer to a question?

P: 262-860-1180  ext 226

E: chris_wacker@glic.com

L: www.linkedin.com/in/chriswacker

Personal Info

Protecting your privacy:

 

When you contact Chris Wacker, your personal information will not be given out intentionally or sold to any third parties.  Chris will only use the information you provide as a guide to help him answer your question or help with your situation. * required information.

 

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 401(k) / IRA
 Retirement Income
 Life Insurance
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chris_wacker@glic.com | 262-860-1180 ext. 226

Chris Wacker is not securities licensed in all 50 States.  Please contact him to inquire as which ones he is licensed.

Chris Wacker is insurance licensed in: Wisconsin, Illinois, Michigan, Colorado and Kansas.

Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice.
You should consult your tax or legal advisor regarding your individual situation.