In this video I’m going to cover the 2nd segment of my two part series on retirement plans!
The main focus will be:
– What to do if you have a retirement plan and no longer want to contribute
– How you can access money in your retirement plan early
– Where else to contribute if not in a retirement plan
And more!
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If you’d like a copy of my book How To Create Wealth absolutely free go to www.JerryFetta.com and order yours!
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retirement planning is a complex process that requires careful consideration and planning. In Part 2 of his Wealth Creation Course, Jerry Fetta provides an in-depth look at how retirement plans really work.
He begins by discussing the different types of retirement plans available, such as 401(k)s, IRAs, and annuities. He explains the advantages and disadvantages of each type of plan and how they can help you reach your retirement goals. He also covers the importance of diversifying your investments, and how to go about doing that.
Next, Jerry dives into the details of how to create a retirement plan. He explains the different types of investments that can be included in a retirement plan, such as stocks, bonds, mutual funds, and real estate. He also covers the different tax implications of investing in each type of asset and how to maximize the tax benefits of your retirement plan.
Finally, Jerry covers the importance of estate planning and how to go about creating a will and trust. He discusses the different types of trusts and how they can help you protect your assets and ensure that your wishes are respected after you pass away.
Overall, Jerry’s Wealth Creation Course provides an in-depth look at how retirement plans really work. He covers the different types of plans available, the importance of diversifying your investments, and how to create a retirement plan that best meets your needs. He also covers the importance of estate planning and how to go about creating a will and trust. This course is a great resource for anyone looking to create a secure retirement plan.
I got some money accrued in the TSP.. is it stuck ? As far as I can tell it is stuck… might it be worth dealing with the taxes& penalties and transferring it to a different self directed..?
Hi Jerry. Im leaving a job and am wondering whether it would be more beneficial to roll it over to a self directed ira or to my new jobs 401k so I can take out a loan as you talked about in the video. Thank you for the help and I love the videos!