1. 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 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 http://www.StrategicAffluence.com

2. Strategic Affluence 401k Maximizer Strategy Imagine this scenario: Your business is a corporate entity; Your salary is $75,000; You defer $17,500 of salary; and your company contributes 25% of your salary ($18,750). This means a total of $36,250 has been contributed to your account. 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 http://www.StrategicAffluence.com

3. Strategic Affluence 401k Maximizer Strategy That’s a large amount of cash for sure. But isn’t the limit $51,000? If it’s your goal to max out your retirement savings, yet you’ve exhausted both the salary deferral contribution and the profit sharing contribution and still haven’t reached $51,000, what do you do? 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 http://www.StrategicAffluence.com

4. Strategic Affluence 401k Maximizer Strategy For virtually all “standard” 401k plans, and most “solo” 401k plans, the answer is that you’re out of luck. Fortunately, you’ve chosen to use the Strategic Affluence 401k, that has a rare and powerful feature… 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 http://www.StrategicAffluence.com

5. The Maximizer Strategy! 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 http://www.StrategicAffluence.com

6. Strategic Affluence 401k Maximizer Strategy In our example, $36,250 has been contributed to your plan, which leaves $14,750 of room under the annual “cap”. 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 http://www.StrategicAffluence.com

7. Strategic Affluence 401k Maximizer Strategy With your Strategic Affluence 401k, you have the option to contribute the remainder from your own funds as an after-tax contribution, thus fully maximizing the savings potential of 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 http://www.StrategicAffluence.com

8. Strategic Affluence 401k Maximizer Strategy So if you have access to that $14,750 (such as in savings or otherwise), you can contribute up to that amount to your Strategic Affluence 401k as an after- tax contribution. 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 http://www.StrategicAffluence.com

9. Strategic Affluence 401k Maximizer Strategy This is one of those circumstances where the rules are a little strange, but very worthwhile to understand. Essentially, what happens is this: 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 http://www.StrategicAffluence.com

10. Strategic Affluence 401k Maximizer Strategy You can contribute enough money to your plan to reach the $51,000 limit, and that contribution must come from after-tax funds. But immediately upon contributing those funds to 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 http://www.StrategicAffluence.com

11. Strategic Affluence 401k Maximizer Strategy those funds can be ‘classified’ as a “Roth” contribution, so that you’ll receive your profits from those funds completely tax free after retirement. 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 http://www.StrategicAffluence.com

12. Strategic Affluence 401k Maximizer Strategy This is an advanced strategy, and frankly, most 401k’s don’t have this feature. If you’d like to take advantage of it, you should pay careful attention to our BONUS VIDEO TRAINING on the Strategic Affluence 401k Maximizer Strategy. 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 http://www.StrategicAffluence.com

13. Strategic Affluence 401k Maximizer Strategy There are so many impressive and creative things that can be done with the Maximizer Strategy that we feel it justifies it’s own section… so be sure to check that out! 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 http://www.StrategicAffluence.com