Bank/Brokerage Account Set-Up This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is.

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Presentation transcript:

Bank/Brokerage Account Set-Up This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at You may open accounts in the name of your Strategic Affluence 401k with banks, stock/bond brokers, real estate brokers, precious metals dealers or any other type of non-prohibited financial service provider.

Bank/Brokerage Account Set-Up This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at To do this, simply take your Trust Agreement to the appropriate service provider and open an account in the name of your Strategic Affluence 401k.

Bank/Brokerage Account Set-Up This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at We recommend that you consult with your tax advisor regarding whether you need an actual separate account for your Roth contributions (if you choose to make them).

Bank/Brokerage Account Set-Up This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at It’s not necessary to tell financial account providers that you are setting up a “401k” account. In fact, this will confuse many of them…

Bank/Brokerage Account Set-Up This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at …Instead, simply request the formation of a “trust” account using the trust documents provided to you. This will make it easy to open accounts for your Strategic Affluence 401k!