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Missed Fortune – Is Your 401(k) now a 201(k)?

Posted on | May 24, 2009

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Is Your 401(k) now a 201(k)?

We have four goals for each of you listening to Missed Fortune Radio.  1) Increase your money supply. 2) Create more and better benefits for you. 3) Eliminate unnecessary tax.  4) Be able to do all of this without increasing your cash outlay one dime.

How many of you saw your qualified plans go down in value these last couple of years?  These plans for retirement use investment vehicles such as 401(k)s, IRAs, 457s, pension plans, profit sharing, 403(b)s, and tax sheltered annuities.  Many of these plans are now half the value that they once were.

Traditional financial planning is giving the same old advice and strategies that they always have and we all know the kind of “results” this advice has produced.

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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment

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