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Upton Investment Group.  What is It?  How Does it Work?  Loans/Withdrawals  Managed by Professionals  A Great Way to Save.

Published byLouisa Nicholson Modified over 8 years ago

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Presentation on theme: "Upton Investment Group.  What is It?  How Does it Work?  Loans/Withdrawals  Managed by Professionals  A Great Way to Save."— Presentation transcript:

1 Upton Investment Group

2  What is It?  How Does it Work?  Loans/Withdrawals  Managed by Professionals  A Great Way to Save

3  Type of retirement plan for employees of participating companies  Save and invest money deducted from paycheck  Established by Federal Government in 1981

4  You decide how much to deduct from each paycheck  You decide how to invest the money

5  Depending on your 401(k) plan rules, you can borrow money from your account  Withdrawals are restricted

6  Upton Investment Group  Team of experienced investment professionals  Portfolio managers manage each fund  Global analysts provide comprehensive research

7  Increase your take home salary  Company match  Automatic deductions force you to save!  If need be, money can be accessed

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