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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 is not to be construed as legal or professional advice and is subject to terms and conditions posted at http://www.StrategicAffluence.com Thank you for your purchase of the Strategic Affluence 401k! You’ve made a great decision, and you’re about to learn exactly how to get started using this very powerful tool for wealth building and preservation.
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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 …Is an exceedingly powerful tool for wealth building, tax savings, wealth preservation and estate planning …Is actually two “Plans” in one: 1.It’s a savings plan for qualified employees; and 2.It’s a profit-sharing plan for your business
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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 …Has tremendous asset protection advantages over a “normal” account, and has specific additional asset protection features to guard your retirement savings against creditors, the IRS and lawsuits …Has built-in estate planning features, allowing your heirs to benefit for a lifetime, regardless of the size of assets you leave for them
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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 …includes a “Traditional” retirement account partition …includes a “Roth” retirement account partition …is completely under your control, with true “checkbook access” to your funds at all times …unlike a “checkbook IRA”, it does not require the establishment of an LLC within the retirement plan
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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 …allows you access to some or all of your funds at any time, even prior to retirement, in the form of participant loans and certain qualified “hardship withdrawals” …is the ultimate vehicle for establishing, growing and conveying the wealth that you are working so hard to build in your closely-held company! …Allows you to invest your retirement savings in virtually any type of asset – not just stocks & bonds!
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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 …Frees you from being subjected to the risk inherent in Wall Street-centric investment options!
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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 …Doesn’t require a third-party “custodian”, and thus frees you from the high cost and the horrible potential for delays and missed opportunities that are so typical of other self- directed accounts (like IRAs) that depend on custodian interaction for every transaction!
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About Your Strategic Affluence 401k Plan… 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 Your Strategic Affluence 401k was designed by Mr. Tim Berry, a highly regarded attorney who specializes in retirement plans and asset protection.
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About Your Strategic Affluence 401k Plan… 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 Mr. Berry is responsible for ensuring that Strategic Affluence 401k clients have documentation demonstrating the IRS approval that your Strategic Affluence 401k plan has received. You can find a copy of this approval in the “Determination Letter” included in your Strategic Affluence 401k package.
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About Your Strategic Affluence 401k Plan… 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 Additionally, Mr. Berry is responsible for maintaining the compliance of the form of your Strategic Affluence 401k plan. Nearly every year, the U.S. Congress modifies or adjusts the terms of law that govern your Strategic Affluence 401k plan…
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About Your Strategic Affluence 401k Plan… 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 …and it is critical and necessary for your plan to be adjusted to comply with these frequent changes. Failure to make sure your plan complies can have dire consequences.
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About Your Strategic Affluence 401k Plan… 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 We are excited that you have made the choice to implement your own Strategic Affluence 401k, and we look forward to working with you on a continuing basis to ensure compliance and to optimize your benefits.
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About Your Strategic Affluence 401k Plan… 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 Thank you for your time, and for your business!
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