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Qualified Plans
IF I COULD
TELL YOU THE EXACT DAY THAT YOUR RETIREMENT
ACCOUNT WOULD SUFFER ITS GREATEST LOSSES, WOULD
YOU WANT TO KNOW THAT DAY?
THEN IN KNOWING THAT DAY, IF YOU COULD DO
SOMETHING NOW TO PREVENT THOSE LOSSES. . .WOULD
YOU DO IT?
In your everyday
existence, you are confronted with transfers of
your wealth. You continuously, unknowingly and
unnecessarily, give or transfer money away. Not
only do you give this money away but you also
lose the ability to earn money on that money
once it is transferred. This compounds your
loss. To eliminate or reduce these transfers,
you must first learn to recognize them and then
understand how directly or indirectly they cost
you money. You may have to confront conventional
financial wisdom. Remember, the ones giving you
these financial programs tend to profit from
them. Always ask, who would profit from these
transfers? Here is a list of the transfers of
your wealth we will be discussing:
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Taxes
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Qualified Retirement Plans
-
Financial Planning
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Disability
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Credit Cards
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Tax Refunds
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Owning a Home
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Life Insurance
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Purchasing Cars
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Investments
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