Understanding Company Plans (401k, 403b, 457 – Qualified Money)

by | Oct 31, 2022 | 457 Plan | 1 comment

Understanding Company Plans (401k, 403b, 457 – Qualified Money)




#401k #retirement #retirementplanning

Do you understand the RISKS of your qualified money in your company plans such as your 401k? Qualified with who? …THE GOVERNMENT.

In this video I will show you the risks and explain some other choices you have so you can make more intelligent decisions with your retirement!

⚠ If everything you believed to be true about money and retirement turned out to not be true, when would you want to know?

There are so many myths and misconceptions around the subject and our goal is to provide you with the FACTS and teach you why it’s more important to learn “how to invest” versus “what to invest in.”

If I were to send you out to play in a pro golf tournament tomorrow… would you want your favorite golfers clubs or their swing? You see most people out there are selling “clubs” or an investment product without fully educating you on the “swing” of how money works. If you know anything about golf, the SWING is what makes the golfer.

If you believe like most financially educated people that taxes will be higher in the future, what is your plan?

There are only 3 ways to grow your money:
🌱 TAXABLE
🌱 TAX-DEFERRED
🌱 TAX-FREE

Are you going to be reactive or proactive? It really is your choice.
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👇 Use the links below to connect with us further and to get more education or to set up a 1 on 1 no-cost, no-obligation appointment with James where he can review your current plan and help you identify what is working and what can be improved going forward.

See also  A Review of the 403b and 457 Fidelity Plans for UCSD Participants, presented by Ryan Hyslop, CFP

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CONTACT US:
📧 info@yoursafemoneypeople.com
📞 (949) 632-9483…(read more)


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