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Published byAlban Morgan Modified over 9 years ago
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Self Security vs. Social Security Investing
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Social [In]Security Fact: Social Security will NOT be able to pay beneficiaries (you) what they promised after the year 2030. – Social Security is taken out of your paycheck 6.2% with an employer match of 6.2% Fact: Social Security was NOT designed for retirement. Fact: You should not count on Social Security.
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Social [In]Security
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Investing Principles Start young to utilize the power of compounding Make investing automatic Fully match your employers retirement plan Hire a financial planner who must adhere to the fiduciary standard – When diversifying consider: Risk tolerance Time Horizon Risk vs. Reward
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The Power of Compounding
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Tax Sheltered Products – 401k Traditional Roth – Difference is when earnings are taxed Fully contribute, match your employer Vesting – What you keep, what they keep Are you diversified? – Is the match in stock options?
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Tax Sheltered Products – IRA Traditional Roth – Difference is when earnings are taxed No employer match!
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IRA’s
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IRA or 401k?
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