Presentation is loading. Please wait.

Presentation is loading. Please wait.

Fees For Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation.

Published byOswald Poole Modified over 8 years ago

Similar presentations

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

1 Fees For 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 If you’ve paid in full to establish your Strategic Affluence 401k, the only required fee you’ll ever have again is the annual compliance fee, which is included in your monthly Strategic Affluence membership.

2 Fees For 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 No “Management Fees”! No “Percentage Of Assets” Fees! No “Transaction” Fees! No “Maintenance” Fees!

3 Fees For 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 To be sure, there will be fees assessed to your Strategic Affluence 401k by the financial professionals that you employ. For example,

4 Fees For 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 If you purchase a piece of real estate in your Strategic Affluence 401k, you’ll likely have to pay closing costs or real estate commissions…

5 Fees For 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 Or if you choose to purchase stocks or bonds, you’ll have to pay a brokerage commission.

6 Fees For 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 But at no point will there be additional fees associated with your Strategic Affluence 401k other than the annual compliance fee…

7 Fees For 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 Additionally, there will be no LLC registration fees, as is necessary in “checkbook IRA’s”. This can save several hundred dollars per year by itself…

8 Fees For 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 We believe your Strategic Affluence 401k is the most financially efficient way to save for retirement that exists anywhere in America.

Download ppt "Fees For Your Strategic Affluence 401k This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation."

Similar presentations

Credit. Lending Institutions Banks Mortgage Companies Finance Companies Credit Unions Insurance Companies Brokerage Companies U. S. Government Check Advance.

Credit. Lending Institutions Banks Mortgage Companies Finance Companies Credit Unions Insurance Companies Brokerage Companies U. S. Government Check Advance.
Use your IRA to Invest in Real Estate. Contents Purpose Facts and History Benefits and Guidelines Security Trust Company Investment examples Summary and.

Use your IRA to Invest in Real Estate. Contents Purpose Facts and History Benefits and Guidelines Security Trust Company Investment examples Summary and.
An Introduction to Investing Fin 302 Spring 2008 James Dow.

An Introduction to Investing Fin 302 Spring 2008 James Dow.
Investing 101. Types of Savings tools Savings Account: An interest-bearing account (passbook or statement) at a financial institution. Certificates of.

Investing 101. Types of Savings tools Savings Account: An interest-bearing account (passbook or statement) at a financial institution. Certificates of.
Final Exam Review. The government program that provides health insurance to individuals who are 65 years of age or older.

Final Exam Review. The government program that provides health insurance to individuals who are 65 years of age or older.
ECONOMICS STUDY GUIDE. Investing – saving in a way that earns income Diversification – distributing funds among a variety of investments to minimize overall.

ECONOMICS STUDY GUIDE. Investing – saving in a way that earns income Diversification – distributing funds among a variety of investments to minimize overall.
1.7.3.G1 © Family Economics & Financial Education – Revised October 2004 – Financial Institutions Unit – Financial Institutions Funded by a grant from.

1.7.3.G1 © Family Economics & Financial Education – Revised October 2004 – Financial Institutions Unit – Financial Institutions Funded by a grant from.
Investment Vocabulary. Appreciation O An increase in the basic value of an investment.

Investment Vocabulary. Appreciation O An increase in the basic value of an investment.
A survey of NAIFA Members & Consumers December 2010.

A survey of NAIFA Members & Consumers December 2010.
Goal Setting The indispensable first step to getting the things you want out of life is this… Decide what you want.” Retirement – when…how much… Home.

Goal Setting "The indispensable first step to getting the things you want out of life is this… Decide what you want.” Retirement – when…how much… Home.
CHAPTER 9 INVESTING Prepare for Your Future

CHAPTER 9 INVESTING Prepare for Your Future
 IRA = Investment Retirement Account  Savings plan opened by yourself  You pick your investments: bonds, stocks, etc. What would your IRA be made up.

 IRA = Investment Retirement Account  Savings plan opened by yourself  You pick your investments: bonds, stocks, etc. What would your IRA be made up.
 The earlier you begin to plan and save for retirement, the better financially prepared you will be.

 The earlier you begin to plan and save for retirement, the better financially prepared you will be.
FHF McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.

FHF McGraw-Hill/Irwin Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.
Fee Disclosure Requirements Not FDIC insured. May lose value. No bank guarantee. FOR PLAN SPONSORS How they affect you and your participants.

Fee Disclosure Requirements Not FDIC insured. May lose value. No bank guarantee. FOR PLAN SPONSORS How they affect you and your participants.
Chapter 14 Investing in Mutual Funds Copyright © 2012 Pearson Canada Inc. 14-1.

Chapter 14 Investing in Mutual Funds Copyright © 2012 Pearson Canada Inc
Real Estate Broker? -Brandon Sacia. What is Real Estate Broker? A real estate broker or real estate agent is a person who acts as an intermediary between.

Real Estate Broker? -Brandon Sacia. What is Real Estate Broker? A real estate broker or real estate agent is a person who acts as an intermediary between.
A Few Minutes About the Rest of Your Life Your Career, Your Income, & Your Future Material discussed is meant for general illustration and/or informational.

A Few Minutes About the Rest of Your Life Your Career, Your Income, & Your Future Material discussed is meant for general illustration and/or informational.
Minimizing Taxes. Reducing Taxable Income (Before AGI)  Retirement 401(k) - Offered through employer & IRA - Individual Retirement Account  Contribute.

Minimizing Taxes. Reducing Taxable Income (Before AGI)  Retirement 401(k) - Offered through employer & IRA - Individual Retirement Account  Contribute.
1.7.3.G1 © Family Economics & Financial Education – Revised October 2004 – Financial Institutions Unit – Financial Institutions Funded by a grant from.

1.7.3.G1 © Family Economics & Financial Education – Revised October 2004 – Financial Institutions Unit – Financial Institutions Funded by a grant from.

Similar presentations

Ads by Google