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

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Presentation on theme: "Strategic Affluence 401k Legal Protection This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation."— Presentation transcript:

1 Strategic Affluence 401k Legal Protection 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 has three significant levels of legal protection:

2 Strategic Affluence 401k Legal Protection 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 1. Your Strategic Affluence 401k is, by law, exempted from the claims of creditors. This means that you could lose a lawsuit with a money judgment, and your Strategic Affluence 401k is more than likely not at risk.

3 Strategic Affluence 401k Legal Protection 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. The Trust built by Mr. Berry that is a part of your Strategic Affluence 401k is known as a “spendthrift” trust which has specific legal protection under the law. The assets of your Strategic Affluence 401k have spendthrift protection, and such trusts are so well protected that they’re usually excluded from consideration even if you were to file bankruptcy!

4 Strategic Affluence 401k Legal Protection 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. Additionally, your Strategic Affluence 401k has the status of being a “Qualified Plan” which has substantial asset protection advantages, among which is its exemption from bankruptcy proceedings!

5 Strategic Affluence 401k Legal Protection 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 Asset protection is a complicated topic. If you are concerned about attacks from creditors, please contact your legal counsel to confirm how the Strategic Affluence 401k may be of benefit to you.


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