Fees For Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

Slides:

Advertisements

Similar presentations

Credit. Lending Institutions Banks Mortgage Companies Finance Companies Credit Unions Insurance Companies Brokerage Companies U. S. Government Check Advance.

Advertisements

Use your IRA to Invest in Real Estate. Contents Purpose Facts and History Benefits and Guidelines Security Trust Company Investment examples Summary and.

An Introduction to Investing Fin 302 Spring 2008 James Dow.

Investing 101. Types of Savings tools Savings Account: An interest-bearing account (passbook or statement) at a financial institution. Certificates of.

Final Exam Review. The government program that provides health insurance to individuals who are 65 years of age or older.

ECONOMICS STUDY GUIDE. Investing – saving in a way that earns income Diversification – distributing funds among a variety of investments to minimize overall.

1.7.3.G1 © Family Economics & Financial Education – Revised October 2004 – Financial Institutions Unit – Financial Institutions Funded by a grant from.

Investment Vocabulary. Appreciation O An increase in the basic value of an investment.

A survey of NAIFA Members & Consumers December 2010.

Goal Setting "The indispensable first step to getting the things you want out of life is this… Decide what you want.” Retirement – when…how much… Home.

CHAPTER 9 INVESTING Prepare for Your Future

 IRA = Investment Retirement Account  Savings plan opened by yourself  You pick your investments: bonds, stocks, etc. What would your IRA be made up.

 The earlier you begin to plan and save for retirement, the better financially prepared you will be.

FHF McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.

Fee Disclosure Requirements Not FDIC insured. May lose value. No bank guarantee. FOR PLAN SPONSORS How they affect you and your participants.

Chapter 14 Investing in Mutual Funds Copyright © 2012 Pearson Canada Inc

Real Estate Broker? -Brandon Sacia. What is Real Estate Broker? A real estate broker or real estate agent is a person who acts as an intermediary between.

A Few Minutes About the Rest of Your Life Your Career, Your Income, & Your Future Material discussed is meant for general illustration and/or informational.

Minimizing Taxes. Reducing Taxable Income (Before AGI)  Retirement 401(k) - Offered through employer & IRA - Individual Retirement Account  Contribute.

1.7.3.G1 © Family Economics & Financial Education – Revised October 2004 – Financial Institutions Unit – Financial Institutions Funded by a grant from.

Financial Foundation A Financial Literacy Project Sponsored by Carolina First Bank A Trade Name of TD Bank N.A.

Chapter 21 10/11/ Banking & Credit. Saving Money 10/11/ Ways to save Credit union non-profit financial institution similar to a bank Passbook.

Investing your money in IRAs. ROTH IRA! What is a Roth IRA, and why should I start one? An after tax investment All withdrawals are tax free as long.

Section 9.4 Organizing Your Records. Why keep records? For identification—some forms of identification are good to keep safe at home, and do not need.

Long Term Investing 401K’s, IRA’s, Mutual Funds. Financial Literacy Bank Accounts Credit Cards Brokerage Accounts Stocks Bonds Student Loans Real Estate.

Mutual Funds Mutual fund – a business that accepts deposits from many people to invest in various ways -each deposit is used to pay for a portion of the.

By : Hadley Russell.  A bond is a formal agreement where the borrower, in this case is the federal government, can use your money for a set amount of.

JOURNAL ENTRY Would you prefer to manage your investments alone, or would you want a stockbroker or financial planner? Why or why not?

1.7 Stock Transaction Fees.  Shares of stock can only be purchased through a licensed stockbroker They also give investors advice  Stockbrokers charge.

Long Term Investing 401K’s, IRA’s, Mutual Funds.

G1 Introduction to Investing Financial Literacy.

Advice, Information, and Transactions. Focus Questions 1.How can people learn more about investing? 2.Where can investors find written information about.

Investing in Real Estate Through Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence.

Understanding the 72(t) Distribution Rules This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

Keep Accurate Accounting This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to.

Your Strategic Affluence 401k: Truly Self-Directed This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC.

Do you have money in another retirement plan, and want to move it to your Strategic Affluence 401k? This material is copyright © 2013 by SSEN LLC and is.

Important Distinction So far, the only strategies we’ve discussed for getting money into your Strategic Affluence 401k have been called “Contributions”

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be.

Welcome to the Strategic Affluence 401k! This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

Non-Contribution Strategy #3: Partnering Salary Deferral Profit Sharing Maximizer Strategy Your Strategic Affluence 401k Reinvest Borrow Capital Partnering.

What are the “Prohibited Transaction” Rules within the Strategic Affluence 401k? This material is copyright © 2013 by SSEN LLC and is used under license.

Brokerage Firms 401K’s, IRA’s, Mutual Funds. Banks vs. Brokerage Firms Brokerage Firm Specialize in accounts for stocks, bonds, mutual funds Banks Offer.

Are there any potential income taxes payable on investments within the Strategic Affluence 401k? This material is copyright © 2013 by SSEN LLC and is used.

Multiple “Partitions”… This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to.

Investment Strategies Through Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence.

Strategic Affluence 401k Legal Protection This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

Profit Sharing Your Strategic Affluence 401k $51,000 Annual Limit Profit Sharing This material is copyright © 2013 by SSEN LLC and is used under license.

Getting Money OUT of Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC.

So let’s take a moment to review all of the ways we can properly direct money into your Strategic Affluence 401k: This material is copyright © 2013 by.

The Strategic Affluence 401k Maximizer Strategy Makes It Possible To “Fill Up” Your 401k Each Year With The Most Possible Money Allowed Under Law This.

Your Strategic Affluence 401k Plan Documents This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

Prohibited Transaction Penalties Most of the prohibited transaction rules are very similar between Self Directed IRAs and the Strategic Affluence 401k.

Mortgage Note Investing A great option for many Strategic Affluence 401k participants will be to buy mortgage notes at a discount. This material is copyright.

How can you reach the Maximum Contribution Limit in your Strategic Affluence 401k? This material is copyright © 2013 by SSEN LLC and is used under license.

Implementing Your Salary Deferral This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

How Much Can You Contribute To Your Strategic Affluence 401k Each Year? This material is copyright © 2013 by SSEN LLC and is used under license by Strategic.

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.

 Liability is an accounting term used in accounting. It means that this is money that is owed to someone.  Tax Liability means the total amount of taxes.

Introduction to Investing Mark Porter is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.

Hard Money Lending If you have available capital in your Strategic Affluence 401k… or even if you choose to borrow capital… Hard Money Lending can be very.

CHAPTER 8 Personal Finance.

the Episcopal Diocese of Virginia Planned Giving Program

The Fundamentals of Investing

The Fundamentals of Investing

Where to Buy Stocks and Bonds

Tax Control Triangle After Tax After Tax Before Tax

Tax Control Triangle After Tax After Tax Before Tax

The Fundamentals of Investing

The Fundamentals of Investing

Presentation transcript:

Fees For Your Strategic Affluence 401k 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 If you’ve paid in full to establish your Strategic Affluence 401k, the only required fee you’ll ever have again is the annual compliance fee, which is included in your monthly Strategic Affluence membership.

Fees For Your Strategic Affluence 401k 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 No “Management Fees”! No “Percentage Of Assets” Fees! No “Transaction” Fees! No “Maintenance” Fees!

Fees For Your Strategic Affluence 401k 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 be sure, there will be fees assessed to your Strategic Affluence 401k by the financial professionals that you employ. For example,

Fees For Your Strategic Affluence 401k 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 If you purchase a piece of real estate in your Strategic Affluence 401k, you’ll likely have to pay closing costs or real estate commissions…

Fees For Your Strategic Affluence 401k 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 Or if you choose to purchase stocks or bonds, you’ll have to pay a brokerage commission.

Fees For Your Strategic Affluence 401k 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 But at no point will there be additional fees associated with your Strategic Affluence 401k other than the annual compliance fee…

Fees For Your Strategic Affluence 401k 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 Additionally, there will be no LLC registration fees, as is necessary in “checkbook IRA’s”. This can save several hundred dollars per year by itself…

Fees For Your Strategic Affluence 401k 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 believe your Strategic Affluence 401k is the most financially efficient way to save for retirement that exists anywhere in America.