|
|
- Gwenda Morris
- 8 years ago
- Views:
Transcription
1 TM
2
3
4
5
6 Gold is the purest and oldest form of money. Its value is not subject to the whim of governments, politicians, or central bankers. Gold has survived every economic circumstance that civilization has ever known. For 5000 years, gold has preserved wealth in times of economic hardship and crisis. Gold is an important aspect of a rational retirement plan.
7 STEP1 OPEN Once you have decided to protect your retirement savings with precious metals, contact your Goldco Precious Metals IRA Expert to open an account with a custodian. Your Goldco Precious Metals IRA Expert will assist you in completing your application. Once your application is submitted, Goldco Precious Metals will create your new precious metals retirement account. STEP 2 FUND Goldco Precious Metals will work directly with your custodian to roll over your 401(k) or IRA assets into your new Goldco Precious Metals IRA account. STEP 3 CHOOSE Finally, Goldco Precious Metals will exchange the existing paper assets for physical precious metals. You will work directly with your Goldco Precious Metals IRA Expert to determine the precious metals products that best fit your investment portfolio.
8
9 Retirement Savings 51% of Americans are not saving for retirement Financial planning requires one to think seriously about their finances, and many Americans would prefer not to and then don t, says Stephen Brobeck, executive director of CFA. But having a personal financial plan helps both rich and poor achieve their financial goals. Traditional 401(k)s Your nest egg should deliver 70-90% of your pretax, pre-retirement salary We re going from bad to worse, Diane Oakley, executive director of the National Institute on Retirement Security, told The Washington Post. Already, fewer private-sector workers have access to stable pension plans. And the savings in individual retirement savings accounts like 401(k) plans which already are severely underfunded continue to leak out at a high rate. Diversification 5%-10% invested in precious metals Financial professionals recommend diversifying your portfolio by placing a minimum of 5-10% in precious metals, and in some cases as much as %. The IRS does not restrict the amount of precious metal an individual can place in an IRA.
10 79 Au gold Ag silver
11 GOLD AMERICAN EAGLE GOLD CANADIAN MAPLE LEAF.995+ PURE GOLD BARS
12 $1800 $1600 $1400 The Price of Gold Gold has increased in value over 480% since 2000 $1200 $1000 $800 $600 $400 $ $40 $35 $30 $25 $20 $15 6% Jewelry: 43% Technology: 10% Silver has increased in value over 400% since Bars 2000 & Coins: 29% 43% Exchange-traded Funds & Similar: 6% 29% 12% The Price of Silver % Central Bank Net Purchases: 12% $10 $5
13
14 Au gold Ag silver
15 SILVER AMERICAN EAGLE PROOFS SILVER AMERICAN EAGLE SILVER CANADIAN MAPLE LEAF.999+ PURE SILVER BARS
16 $600 $400 $ $40 $35 $30 The Price of Silver Silver has increased in value over 400% since 2000 $25 $20 $15 $10 $5 $ % 18% 14% 55% Industrial: 55% Photography: 8% Jewelry: 18% Silverware: 5% Coins & Medals: 14% 8%
17
18
19 Unique Finish Coin blanks are struck multiple times to ensure detailed coin images. Intrinsic Value A truly anti-inflation investment, proof coins produce returns that compare favorably to inflation rates. Mint Mark American Eagle Proof Coins have a limited mintage, signified by a mint mark that is not found on standard American Eagle coins. Never Been Touched by Human Hands Each proof coin is carefully inspected, and sealed in an airtight container. Limited Mintage and Rarity A limited number of proof coins are struck each year, and certain years have sold out soon after being issued. Certified by the US Mint Every proof coin comes in a beautiful velvet presentation case, with an official Certificate of Authenticity from the US Mint. This certificate outlines the US government s guarantee of the coin s weight, content, and purity.
20 Do You Have One or More 401(k)s From Previous Employers?
21 Trusted Precious Metals Custodians Self Directed IRA Services, Inc. was founded in 2008 as a wholly-owned subsidiary of Horizon Bank. New Direction IRA is a trusted provider of investor education as well as custodial and administrative services for retirement accounts and HSAs. Equity Institutional is a Division of Equity Trust Company, headquartered in Elyria, Ohio. GoldStar Trust Company is one of the nation s leading Self-Directed IRA custodians with over twenty years of experience. For over 30 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Vantage specializes in recordkeeping services for individuals and small business owners who wish to include non-traditional assets within their tax-deferred and tax-free portfolios. The regional offices of Advanta IRA have over 25 years of experience and success in our industry.
22
23
24
25
26 TM TM Toll Free 855-GOLD-IRA Fax
27 Specials $25,000 1 YEAR NO ACCOUNT & NO SETUP FEES $50,000 2 YEARS NO ACCOUNT & NO SETUP FEES $75,000 3 YEARS NO ACCOUNT & NO SETUP FEES + A Free 1 oz Proof Silver American Eagle $100,000 3 YEARS NO ACCOUNT & NO SETUP FEES + A Free 1/10 oz Proof Gold American Eagle
28 BBB RATING A+ BBB business RATING consumer alliance AAA A+ business TrustLink consumer Read Our 5 alliance Star Reviews A+ BBB RATING AAA TrustLink business consumer alliance AAA Read Our 5 Star Reviews TrustLink Read Our 5 Star Reviews A+ business consumer alliance AAA A+ business TrustLink consumer alliance AAA Read Our 5 Star Reviews A+ TrustLink business consumer alliance AAA Read Our 5 Star Reviews TrustLink Read Our 5 Star Reviews A+ TrustLink A+ Read Our 5 Star Reviews TrustLink business consumer alliance A+ AAA Read Our 5 Star Reviews business TrustLink consumer alliance AAA Read Our 5 Star Reviews business consumer alliance AAA
Gold & Silver IRA Strategy Guide. Wealth. Stability. Security.
Gold & Silver IRA Strategy Guide Wealth. Stability. Security. TABLE OF CONTENTS Diversification............................. Precious Metals IRA....................... Getting Started............................
More informationDIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA
DIVERSIFY YOUR RETIREMENT SAVINGS WITH A PRECIOUS METALS IRA Contact Us: 800.418.0235 IRA@APMEX.COM CAUTIONARY STATEMENT 2 This information is for informational purposes only and is not to be relied on
More informationA Quick Guide to Gold IRAs. American IRA, LLC
A Quick Guide to Gold IRAs American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets. YES! You CAN Own Gold
More informationIntroduction to. A Wealth Protection Strategy
Introduction to Investing in Gold A Wealth Protection Strategy To begin a discussion on portfolio diversification with Gold, let s start by examining the reasons investors purchase Gold in the first place.
More informationAn Investors Guide To Precious Metals
An Investors Guide To Precious Metals 7033 E. Greenway Pkwy #280 Scottsdale, Arizona 85254 CALL US NOW! Toll Free 1.800.899.3558 Phone: 480-447-5202 Precious Metals: The Smart Choice For Your Portfolio
More informationStorage Requirements for IRA-Owned Precious Metals
Storage Requirements for IRA-Owned Precious Metals Overview IRAs and Precious Metals General Storage Requirements Storage Requirements of Precious Metals in an IRA LLC Conclusion July 2015 A subsidiary
More informationThe Beginner s Guide to. Investing in Precious Metals
The Beginner s Guide to Investing in Precious Metals Since the beginning of time, gold and silver have been recognized as valuable and a sign of wealth. Even today, precious metals hold a strong place
More informationRetirement Options: guide to Individual Retirement Accounts through Lending Club
Retirement Options: guide to Individual Retirement Accounts through Lending Club This material is provided for informational purposes only. Information in this brochure is not directed to the specific
More informationSelf-Directed Investing & Due Diligence
Self-Directed Investing & Due Diligence Fall 2012 Introduction Self-directed retirement accounts provide the opportunity to diversify a retirement portfolio with investments that you know and understand.
More informationAN INVESTOR S GUIDE: Tax-Advantaged Private Equity Investing
AN INVESTOR S GUIDE: Tax-Advantaged Private Equity Investing Tax-Advantaged Private Equity Investing Institutions and financial professionals have long realized that private equity can deliver significant
More informationWhy a Self-Directed IRA?
Growing Wealth For investors ready to manage their own money in a tax-advantaged vehicle, nothing makes as much sense as a self-directed IRA. And no other self-directed IRA plan makes as much sense as
More informationBuild Your Business with Self- Directed IRAs
1 Build Your Business with Self- Directed IRAs Connection Wednesday, August 29 th, 11:30 CST objectives 2 WHAT are self-directed IRAs WHEN can retirement accounts own real estate WHY real estate make sense
More informationSelf-Directed IRAs Made Easy
Self-Directed IRAs Made Easy All information provided is for discussion purposes only. Please consult your tax advisor before entering into any financial transactions. About Advanta IRA As the nation s
More informationAN INVESTOR S GUIDE. Private Equity Investing Using a Tax-Advantaged Account
AN INVESTOR S GUIDE Private Equity Investing Using a Tax-Advantaged Account Savvy investors realize that private equity can deliver significant rewards. When those investments are held in a tax-advantaged
More information2015 PRECIOUS METALS WHITEPAPER YOU CAN T AFFORD TO MISS THIS GOLDEN OPPORTUNITY.
2015 PRECIOUS METALS WHITEPAPER { } YOU CAN T AFFORD TO MISS THIS GOLDEN OPPORTUNITY. SAFARI FINANCIAL PARTNERS WITH US GOLD & SILVER ADVISORS 2 Special points of interest: Why Buy Gold and Silver From
More informationWhat You Should Know About AES & Self-Directed IRA Investing
What You Should Know About AES & Self-Directed IRA Investing It s not how much you have in your retirement but how you grow the assets in the account! Asset Exchange Strategies, LLC (AES) National Advisors
More informationThe Advantages Of A Self Directed IRA For Investment Real Estate. Presented By Bob Malecki
The Advantages Of A Self Directed IRA For Investment Real Estate Presented By Bob Malecki Contents Facts and History Benefits of Self Directed IRAs SDIRA Types & Setup Investment Options Guidelines My
More informationTOP FIVE REASONS IRA TO GOLD
(855)-GOLD-IRA GoldcoPreciousMetals.com TOP FIVE REASONS IRA TO GOLD TO CONVERT YOUR TM Goldco Precious Metals consistently had the best ratings. And after talking with a couple of the associates, I can
More informationTHE PRECIOUS METALS GUIDE: Investment Insights and Services
THE PRECIOUS METALS GUIDE: Investment Insights and Services Thank You FOR CHOOSING APMEX. I hope our products and your entire APMEX experience meet or exceed your expectations. We ve created this guide
More informationProCoins Gold and Silver Coin Brief
ProCoins Gold and Silver Coin Brief We Buy large and small coins & collections ProCoins 412-551-7068 joe@procoins.com 1 Bullion & Foreign Gold Coins These are Coins or Bars that are made from Gold, Platinum
More informationPRECIOUS METALS IRA HOW TO GET STARTED
PRECIOUS METALS IRA HOW TO GET STARTED Sterling Trust, a division of Equity Trust Company, is a national leader among IRA custodians that hold precious metals in IRA accounts. In fact, as an industry leader,
More informationExploring the Roth 401(k)
Exploring the Roth 401(k) Our Purpose Today What is the Roth 401(k)? How does it differ from traditional 401(k)s? How does it differ from Roth IRAs? Other points to consider Is the Roth 401(k) right for
More informationPrecious Metals and IRA Retirement Portfolio
Universal Coin & Bullion s INVESTOR S PROFIT MARCH 2007 ADVISORY Numismatic Literary Guild Award Winner for Best Dealer Publication industry wide! Universal Coin & Bullion 7410 Phelan Boulevard Beaumont,
More informationIRA opportunities at UBS
IRA opportunities at UBS IRAs are highly popular and effective retirement savings vehicles that give your investment earnings the benefit of tax-favored treatment and provide an ideal supplement to employer-sponsored
More informationGOLD TRUST FINANCIAL
GOLD TRUST FINANCIAL RISKS AND DISCLOSURES WHEN INVESTING IN PRECIOUS METALS CERTAIN CONSIDERATIONS Gold Trust Financial, Inc. ( GTF ) facilitates investment in and collection of various types and grades
More informationReal Estate Info Packet
Real Estate Info Packet Dear Investor, Thank you for your interest in a CamaPlan for your self-directed investment needs. If you are someone looking to take control of your financial future and invest
More informationSelect FIXED annuities
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY SINGLE PREMIUM DEFERRED ANNUITY Select FIXED annuities 14-1443-02 (0205) 1 Prudent investors recognize the VALUABLE BENEFITS of having a fixed annuity in
More informationRoss Baldwin National Coin Broker
Investors Guide to Rare Coins and Precious Metals Ross Baldwin National Coin Broker During uncertain times, shifting savings and investments into metals - including gold and silver bullion and rare coins
More informationInvestment Alternatives For Tax-Sheltered Annuity Assets
Investment Alternatives For Tax-Sheltered Annuity Assets A Guide To 403(b)(7) Custodial Accounts. You may find it surprising that annuities are not the only investments available for your 403(b) retirement
More informationAlternative Asset Classes Page 1 ALTERNATIVE ASSET CLASSES: AN INTRODUCTION
Alternative Asset Classes Page 1 ALTERNATIVE ASSET CLASSES: AN INTRODUCTION PART OF SOUND PORTFOLIO MANAGEMENT IS DIVERSIFYING INVESTMENTS SO THAT IF ONE TYPE OF INVESTMENT IS PERFORMING POORLY, ANOTHER
More informationFor your free precious metals investment consultation, ccall Tom Cloud at (800) 247-2812. For the best prices including free shipping and insurance,
With gold and silver prices making new highs over the last several years, many investors are just now beginning to turn their attention to the precious metals markets. Gold and silver can play an important
More informationA Comprehensive Guide to the Gold Price. The American Silver Eagle
A Comprehensive Guide to the Gold Price The American Silver Eagle Table of Contents Introduction... 2 Dimensions and Physical Specifications... 3 Description... 3 United States Mint... 5 Manufacturing
More informationInvesting for Retirement
Investing for Retirement Asset Allocation Rollovers Dr. Suzanne Badenhop Professor/Extension Specialist College of Agriculture Understanding investing for retirement Asset Allocation Diversification Rebalance
More informationA Quick Guide to Real Estate IRAs. American IRA, LLC
A Quick Guide to Real Estate IRAs American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets. YES! You CAN Own
More informationQ&A s. Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute.
Q&A s Question & Answer Categories: IRA IRA Investing Misc. Mutual funds & ETFs Other investments Would it be better to contribute to my Roth or traditional IRA this year? I have $5,000 which I could contribute.
More informationKOOS Precious Metals. Values with growth potential
KOOS Precious Metals Values with growth potential Gold. Timelessly enduring forever fascinating. Since time immemorial, gold has been the most fascinating investment product in the world. With unbeatable
More information2014-2015 Entrust Account Guide
2014-2015 Entrust Account Guide Helping You Direct Your Future Account Guide Individual Retirement Accounts Traditional and Roth IRAs Go To Section Small Business Retirement Accounts SEP and SIMPLE IRAs
More informationThe Checkbook IRA - Welcome to Freedom
The Checkbook IRA - Welcome to Freedom Contents Self directed IRA accounts Benefits and Guidelines IRA LLC Structure How can it benefit me? Creative Investment Possibilities How Much does it cost? What
More informationThe Checkbook IRA Invest Like a Billionaire www.premieroffshore.com
The Checkbook IRA Invest Like a Billionaire Contents Offshore Checkbook IRA LLCs Benefits and Guidelines How it Works Tax Benefits of Going Offshore Invest Like a Pro How Much does it cost? Summary What
More informationSelf-Directed IRA s Made Easy
Self-Directed IRA s Made Easy Entrust Freedom, LLC 4560 Via Royale#1 Fort Myers, FL. 33919 Phone: (239) 333-1031 Toll Free: (866) 839-0429 www.entrustfreedom.com About Entrust Freedom, LLC Principal Expertise
More informationSELF DIRECTED IRA PERSONAL LOANS
SELF DIRECTED IRA PERSONAL LOANS Self directed ira personal loan Self-Directed IRA Loans. At Merchants. We now have a portfolio product for investors looking to do rehab property loans utilizing their
More informationUsing Your Retirement Accounts for Private Lending. American IRA, LLC
Using Your Retirement Accounts for Private Lending American IRA, LLC Declare independence from Wall Street! Self-directed IRAs and other retirement accounts let you take personal control of your assets.
More informationHow to Evaluate An Investment Advisor
Key Questions to Ask an Investment Advisor Specially Prepared for Continental Airlines Pilots Nearing Retirement You have built a substantial retirement nest egg over the years. Soon, you can relax and
More informationSAVING FOR RETIREMENT
CHARTING YOUR COURSE SERIES: SAVING FOR RETIREMENT Retirement planning for public sector employees Why save now? Starting to save early, being disciplined about saving enough, and prudently investing those
More informationFuel Your IRA with Oil and Gas
Fuel Your IRA with Oil and Gas Oil and Gas IRA s Made Easy AdvantaIRA Trust, LLC Offices in Miami, Fort Myers and Gainesville www.advantaira.com What is a Self-Directed IRA? Many people hear the term Self-Directed
More informationIntroducing the Supercharged Roth!
Introducing the Supercharged Roth! Now Every American Can Enjoy Roth Benefits New Roth 401(k) Allows Contributions Up to $20,000 with NO Income Limits Two of the most popular types of retirement savings
More informationFiled Electronically September 22, 2015
Filed Electronically September 22, 2015 Office of Regulations and Interpretations Employee Benefits Security Administration U.S. Department of Labor 200 Constitution Avenue, NW, Room N-5655 Washington,
More informationYour 401(k) Quick tips
Your 401(k) Quick tips The 401(k) plan offers you an easy way to prepare for retirement, and provides great benefits that help you boost your savings, including: Company matching contribution of up to
More informationMULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA
MULTI FAMILY FUND Investing in US Real Estate in a Self-directed IRA Marc Mathys, Attorney-at Law An estimated 3 trillion dollars are investing in stocks, bonds, mutual funds and CD s with tax deferred
More informationFinding the Right Investment Advisor: Key Questions Pilots Need to Ask Now
Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process
More informationHow to Understand Retirement Goals and Save Taxes
Slide 1 Slide 2 Investing For Your Best Years: Retirement Slide 3 Module Objectives After completing this module you should be able to: Understand how to define retirement goals Understand how to reach
More informationRETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. Alternative Retirement Financial Plans and Their Features
RETIREMENT ACCOUNTS (c) Gary R. Evans, 2006-2011, September 24, 2011. The various retirement investment accounts discussed in this document all offer the potential for healthy longterm returns with substantial
More informationSELF-DIRECTED REAL ESTATE DEALS
SELF-DIRECTED REAL ESTATE DEALS 1 THE SELF DIRECTED IRA Using an investment tool called a Self-Directed IRA, you can move beyond stocks, bonds, and mutual funds and create a portfolio that truly works
More informationPENTEGRA RETIREMENT SERVICES QUALIFIED PLAN 401(k) PLAN DESIG GN N Building successful outcomes begins with effective plan design
PENTEGRA RETIREMENT SERVICES QUALIFIED PLAN 401(k) PLA AN DESIGN Building successful outcomes begins with effective plan design BUILDING A SUCCESSFUL 401(k) GETTING IT RIGHT How do you measure the success
More informationSmall Business Retirement Plans at E*TRADE HELP AND GUIDANCE FOR EVERY SMALL BUSINESS OWNER
Small Business Retirement Plans at E*TRADE HELP AND GUIDANCE FOR EVERY SMALL BUSINESS OWNER Small Business Plan recommendations Powerful online tools and resources Support from Small Business Retirement
More informationInvest your IRA in Non-Traditional Assets
Invest your IRA in Non-Traditional Assets Security Trust Company Security Trust Company is a retirement plan administrator only and does not provide legal, tax, or investment advice. Security Trust Company
More informationTHE POWER OF AN IRA.
THE POWER OF AN IRA. Put the Power of an IRA to Work For You Whether retirement seems like a lifetime away or is just around the corner, getting started on your retirement savings plan is one of the smartest
More informationPAPER ASSETS GOLD IRA DEPOSITORY
I HERE S HOW... A B Gold for Physical Delivery: 100% Insured Gold delivered right to your doorstep. Complete Privacy. DOLLARS GOLD HOME DELIVERY Gold for your IRA: Your IRA converted into a tax-free, no
More informationDavid W. Donahue ʜDavid W. Donahue, Jr., CFA
David W. Donahue ʜDavid W. Donahue, Jr., CFA Much is being heard these days about the stretch IRA strategy. This idea is being suggested as the answer to the IRA and estate concerns of many investors.
More informationA Guide to Investing in. Gold
A Guide to Investing in Gold A Guide to Investing in Gold HISTORIC ROLE OF GOLD 2 GOLD SUPPLY 3 GOLD DEMAND 5 THE PRICE OF GOLD 6 WHY INVEST IN GOLD 6 Long-Term Store of Value 6 Asset of Last Resort 8
More informationReal Estate IRAs: Secrets Revealed by Dick Desich
Real Estate IRAs: Secrets Revealed by Dick Desich EQUITY TRUST COMPANY Thank you for requesting my free mini-course, Real Estate IRAs: Secrets Revealed. Now that we re in the second decade of the century,
More informationGetting Started About the 401(k) plan. Who is eligible to enroll? What is a Roth 401(k) contribution? Why should I participate in the Program?
The State of Tennessee 401(k) Deferred Compensation Program (your Program) is a supplemental retirement savings program that is designed to work with the Tennessee Consolidated Retirement System (TCRS)
More informationRetirement on the. Brain. Your Retirement Plan: Don t pass up the perks
Retirement on the Brain Your Retirement Plan: Don t pass up the perks Retirement on the Brain Your Retirement Plan Understanding the advantages of your retirement plan is crucial in making wise savings
More informationInheriting retirement assets as a nonspouse beneficiary
Inheriting retirement assets as a nonspouse beneficiary When you inherit IRAs or other retirement plan assets, you will have many planning and distribution considerations. Some of your decisions will be
More informationA Regent Gold Group Special Report
A Regent Gold Group Special Report Free Report: How to Gain Checkbook Control of Your IRA Note: This Special Report takes a look at how individual investors can assume Checkbook Control over their tax-deferred
More information10 Steps to a Self Directed IRA LLC
FREE REPORT!! Learn the Process Necessary to Setup and Operate a Self Directed IRA LLC with Checkbook Control 10 Steps to a Self Directed IRA LLC What YOU Need to Know About Setting Up a Self Directed
More informationYour retirement income. Managing your retirement plan assets
Your retirement income Managing your retirement plan assets Taking control of your retirement assets If you are changing jobs, displaced, or retiring, you may find yourself facing one of the most important
More informationMODULE 3 THE NEXT BIG THING
INVESTING: STOCKS, BONDS & MUTUAL FUNDS This lesson has students learning about stocks, bonds, and mutual funds. The concepts of risk and reward, and return on investment (ROI) are explored. The FIT Work
More informationSelf-Directed IRA. Investing Guide. Combine IRA tax advantages with alternative investment opportunities.
Self-Directed IRA Investing Guide Combine IRA tax advantages with alternative investment opportunities. Self-Dir ected IRAs and more... Self-Directed IRAs and more... Contents INTRODUCTION BENEFITS OF
More informationPrecious Metals Demand Outside of China. Terence Hanlon President, Dillon Gage Metals. LBMA Bullion Market Forum Shanghai, China May 26, 2011
Precious Metals Demand Outside of China Terence Hanlon President, Dillon Gage Metals LBMA Bullion Market Forum Shanghai, China May 26, 2011 I would like to thank Stewart Murray and his colleagues at the
More informationSmall Business Retirement Accounts. SEP and SIMPLE IRAs. Direct Your Future. www.theentrustgroup.com
Direct Your Future Small Business Retirement Accounts SEP and SIMPLE IRAs SIMPLE IRA What is a SIMPLE IRA? A SIMPLE (Savings Incentive Match Plan for Employees) is an IRA-based plan that gives employers
More informationA Guide to. Planning for Retirement INVESTMENT BASICS SERIES
A Guide to Planning for Retirement INVESTMENT BASICS SERIES It s Never Too Early to Start What You Need to Know About Saving for Retirement Most of us don t realize how much time we may spend in retirement.
More informationAlternative Retirement Financial Plans and Their Features
RETIREMENT ACCOUNTS Gary R. Evans, 2006-2013, November 20, 2013. The various retirement investment accounts discussed in this document all offer the potential for healthy longterm returns with substantial
More informationREAL ESTATE IRAS. Ò Presented by Mark Gannon
REAL ESTATE IRAS Presented by Mark Gannon Gannon Real Estate has helped persons with IRA funded farm real estate purchases but does not recommend certain companies or receive compensation for referring
More informationINDIVIDUAL 401(k) Plan
INDIVIDUAL 401(k) Plan Guidebook Contents WELCOME. When you commit to saving for retirement, you want to invest with a company that shares your dedication to hard work and results. At T. Rowe Price, we
More informationRETIREMENT PLANNING 101. November 18, 2014
RETIREMENT PLANNING 101 November 18, 2014 WHEN YOU IMAGINE YOUR RETIREMENT, WHAT DO YOU SEE? THE RETIREMENT PLANNING ROAD MAP Implement Plan Basic Questions Crunching Numbers Tax-advantaged Retirement
More informationCompany Profile. Promoters of Physical Assets
Company Profile Promoters of Physical Assets Velvet Assets Pty Ltd / ABN: 98 163 551 782 / Ph: 1800 266 113 / www.velvetassets.com.au / info@velvetassets.com.au 1 About Us Velvet Assets are boutique promoters
More informationPRECIOUS METALS: CONSIDER AS A CORE COMPONENT OF YOUR BALANCED PORTFOLIO
PRECIOUS METALS: CONSIDER AS A CORE COMPONENT OF YOUR BALANCED PORTFOLIO There s more than luster and glamour to Precious Metals. For centuries, Precious Metals have been considered a source of value.
More informationSelf-Directed Retirement Accounts. Tax Lien Investing
Self-Directed Retirement Accounts & Tax Lien Investing Security Trust Company & Paul Vojchehoske of the Real Estate Resource Institute Security Trust Company Security Trust Company is a retirement plan
More informationSelf-Directed IRAs & 401(k)s. What Your Stock Broker Never Told You
Self-Directed IRAs & 401(k)s What Your Stock Broker Never Told You 2015 Your Stock Broker or Mutual Fund Company says! You can buy what?! Stocks! Mutual Funds! Bonds! Maybe options, commodities or other
More informationInvesting in the Future
Investing in the Future Many years ago, an American company had the slogan, The Future is NOW. Still another company crowed, The future is here! Neither is true the future is the future, while NOW is the
More information1 TROY OUNCE GOLD INGOT
1 TROY OUNCE GOLD INGOT 1 TROY OUNCE GOLD INGOT DIMENSIONS 25.30mm wide x 41.40mm high x 1.75mm deep The Republic Metals 1 troy ounce gold ingot is minted using.9999 LBMA Certified fine gold, refined and
More informationFinancial Wellness & Education Retirement. Rollovers Understanding your options
Financial Wellness & Education Retirement Rollovers Understanding your options Examine the options The smart way to handle a retirement plan distribution. Whether retiring, leaving your employer or changing
More informationPRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE
P A C I F I C C R E S T F I N A N C I A L A D V I S O R S, L L C PRELIMINARY FINANCIAL PLANNING QUESTIONNAIRE We are pleased to offer you the opportunity to meet with us on a no-obligation basis. In order
More informationJPMorgan INVEST. You work hard for your money. Now keep it working for you with a JPMorgan Invest IRA. IRA Decision Guide
IRA Decision Guide JPMorgan INVEST You work hard for your money. Now keep it working for you with a JPMorgan Invest IRA. JPMorgan Invest One Beacon Street, Boston, MA 0208 (800) 776-606 jpmorganinvest.com
More informationEXPLORING YOUR IRA OPTIONS. Whichever you choose traditional or Roth investing in an IRA is a good step toward saving for retirement.
EXPLORING YOUR IRA OPTIONS Whichever you choose traditional or Roth investing in an IRA is a good step toward saving for retirement. 2 EXPLORING YOUR IRA OPTIONS Planning for retirement can be a challenging
More informationInvesting in Bonds Page 1 INVESTING IN BONDS
Investing in Bonds Page 1 INVESTING IN BONDS WHEN BUYING A BOND, YOU ARE LOANING MONEY TO A BOND ISSUER IN NEED OF CASH TO FINANCE A VENTURE OR FUND A PROGRAM, SUCH AS A CORPORATION OR GOVERNMENT AGENCY.
More informationSurvival 401k, LLC. The Solo 401k Solution. Wise Decisions For Perilous Times. Phone: 844-650-5733 www.survival401k.com
Survival 401k, LLC The Solo 401k Solution Wise Decisions For Perilous Times Phone: 844-650-5733 www.survival401k.com THE PREMIER INVESTING TOOL FOR ENTREPRENEURS Our Solo 401k plan is approved by the IRS
More informationPrecious Metals. Transaction. If you have questions, please email or call us at: pmat@ndira.com, 303-546-7930 or (Toll Free) 877-742-1270 x 185
Precious Metals Transaction How-To Guide If you have questions, please email or call us at: pmat@ndira.com, 303-546-7930 or (Toll Free) 877-742-1270 x 185 Welcome Precious Metals Asset Team (PMAT) New
More informationNon Ferrous Metal & Investment Behaviour: A Hedging Approach
Global Journal of Finance and Management. ISSN 0975-6477 Volume 6, Number 6 (2014), pp. 529-534 Research India Publications http://www.ripublication.com Non Ferrous Metal & Investment Behaviour: A Hedging
More informationFarm Credit Foundations Defined Contribution/ 401(k) Plan. Roth 401(k) Farm Credit Foundations. Passionately and Tenaciously Creating HR Solutions!
Farm Credit Foundations Farm Credit Foundations Defined Contribution/ 401(k) Plan Passionately and Tenaciously Creating HR Solutions! Roth 401(k) Passionately www.farmcreditfoundations.com and Tenaciously
More informationSelf-Directed IRAs, The Best Kept Secret
Free Special Report: Self-Directed IRAs, The Best Kept Secret Dear Reader, Thank you for responding to our offer for a special report. At this time next year, you will be richer for the information you
More informationYour Guide to. Individual Retirement Accounts
Your Guide to Individual Retirement Accounts Your Guide to Individual Retirement Accounts (IRAs) TRADITIONAL AND ROTH IRAs ROLLOVERS A CONSUMER S GUIDE TO IRA ELIGIBILITY AND BENEFIT CHART Only 10% of
More informationBasic Investment Terms
Because money doesn t come with instructions.sm Robert C. Eddy, CFP Margaret F. Eddy, CFP Matthew B. Showley, CFP Basic Investment Terms ANNUITY A financial product sold by financial institutions pay out
More informationSelf-Directed Retirement Accounts. Non-recourse Lending
Self-Directed Retirement Accounts & Non-recourse Lending Security Trust Company & Jason Zook North American Savings Bank Security Trust Company Security Trust Company is a retirement plan administrator
More information! There are currently two types of IRAs.
An IRA can be established and funded at any time from January 1 of the current year and up to and including the date an individual s income tax return is due (generally, April 1 of the following year),
More informationSEC s Third Annual Senior Summit. Managing Your Income in Retirement
SEC s Third Annual Senior Summit Managing Your Income in Retirement Robert Brokamp Advisor, The Motley Fool s Rule Your Retirement newsletter RobertB@Fool.com Step 1: Withdraw the Right Amount Q: If you
More informationTax Advantages of Rare Coins
Tax Advantages of Rare Coins By Armen R. Vartian About the Author: Armen Vartian is an attorney admitted to practice in California, Illinois and New York, and has represented rare coin dealers, collectors
More informationSaving for Retirement. Your guide to getting on track.
Saving for Retirement Your guide to getting on track. 2 It s great that you re looking ahead and thinking about retirement now. A sound plan can make all the difference in reaching your future goals. This
More informationA Game Plan for Your. future. System of Texas
A Game Plan for Your future Employees Retirement System of Texas Team up with Texa$aver Today, many financial experts agree that you will need at least 70% of your income to maintain your current lifestyle
More information