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important concerns
Are You1
2
3
4
5
6
SIX
Are You
Are You
Are You
Have You
Do You
uncomfortable with the stock market's
volatility?
having trouble finding a safe return above 1%?
frustrated that you have 'max'ed out" your 401k,
SEP or IRA contributions, but have more to pack
away?
concerned about having to take required
minimum distributions and paying tax on them?
used after-tax money to invest in an annuity,
only to pay ordinary tax again when you take
distributions?
wonder what tax bracket you will be in when
retired?
reasonable desires
What if1
2
3
4
5
6
SIX
What if
What if
What if
What if
What if
you could save for retirement without stock
market volatility?
you could find an investment platform that
provides a positive minimum annual return?
you could put away unlimited amounts of money
on a tax-advantaged basis?
your new plan provided for unlimited matching
contributions?
you had a retirement plan that never goes
negative?
you could find a way to achieve an 87%
probability of an 7% return - without active
management (and high fees)?

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6 limitations and 6 solutions

  • 1. important concerns Are You1 2 3 4 5 6 SIX Are You Are You Are You Have You Do You uncomfortable with the stock market's volatility? having trouble finding a safe return above 1%? frustrated that you have 'max'ed out" your 401k, SEP or IRA contributions, but have more to pack away? concerned about having to take required minimum distributions and paying tax on them? used after-tax money to invest in an annuity, only to pay ordinary tax again when you take distributions? wonder what tax bracket you will be in when retired?
  • 2. reasonable desires What if1 2 3 4 5 6 SIX What if What if What if What if What if you could save for retirement without stock market volatility? you could find an investment platform that provides a positive minimum annual return? you could put away unlimited amounts of money on a tax-advantaged basis? your new plan provided for unlimited matching contributions? you had a retirement plan that never goes negative? you could find a way to achieve an 87% probability of an 7% return - without active management (and high fees)?