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Redesigning Retirement


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10 Questions to Creating Your Ideal Investment

Published in: Economy & Finance, Business
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Redesigning Retirement

  1. 1. Real Estate is down 30%. Stock Market is down 50%.   Your Economic Situation is a matter of CHOICE not a matter of CHANCE . Presented by: Ogan Financial Group, Inc.  
  2. 2. This presentation was designed to create questions in your mind that will give you a defining moment in the way you think about your future. This is important because it empowers you to think for yourselves rather than being told what to think. Our Goal
  3. 3. On some of the decisions you have made in the past. You made these decisions based on the information you had at the time. Therefore… Sharing more information with you will only help you make better decisions, providing you greater clarity, balance, focus, and confidence. Congratulations
  4. 4. A growing group of professional from across the country who are deeply concerned about the direction we are headed and the impact today’s decisions will have on everyone’s financial future. Ogan Financial Group, Inc. We Joined
  5. 5. <ul><li>A. Lower? </li></ul>Will Future Tax Rates Likely Be: B. Same? C. Higher ? Question:
  6. 6. Why Leave it to Chance? TAXED TAX FREE
  7. 7. Phases of Retirement Planning Why does traditional financial planning advise you to take as much of today’s money as you can, throw it as far into the future as you can, so that it will have less buying power while being taxed as higher rates? Traditional IRAs and 401(k)s Non-Qualified Alternative
  8. 9. Risk: Guarantees: Penalties: Would you like a lot of risk involved with your money? Would you like guarantees? Would you like any penalties associated with this money?
  9. 10. Liquidity: Protected: Tax-Deferred: Would you like to access your money when you need it? Would you want your money protected from creditors? Would you want your money to grow tax-deferred?
  10. 11. Tax-Deductible Payments: Tax-Free: Would you like tax-deductible contributions? Would you like tax free distributions? Would you want to create the most amount of wealth using the least amount of money? Leverage:
  11. 12. <ul><li>Let’s see if the components of the </li></ul><ul><li>IDEAL INVESTMENT you created COMPARE with programs </li></ul><ul><li>you may already be involved in. </li></ul>Wealth Transfers: Would you like this money transferred to your heirs tax free?
  12. 14. Phases of Retirement Planning Traditional IRAs and 401(k)s Non-Qualified Alternative Your Ideal Investment
  13. 15. than what you have? Why are the things that you want COMPLETELY DIFFERENT
  14. 16. rather than follow a Many time in our lives we buy PRODUCTS STRATEGY.
  15. 17. is more important than the In the end your PRODUCT and RATE of RETURN STRATEGY
  16. 18. “ There is something that is more powerful than all the armies in the world, and that is an idea whose time has come.”
  17. 19. How can you say YES or NO to IDEAS that you don’t even know exist?
  18. 20. It’s Not Too Late!
  19. 21. Please call or e-mail us with Questions and to receive your FREE gift. <ul><li>Additional Resources </li></ul><ul><li>Missed Fortune 101 </li></ul><ul><li>The Last Chance Millionaire </li></ul><ul><li>Millionaire By Thirty </li></ul><ul><li>[email_address] </li></ul><ul><li>805.527.8806 ext 227 </li></ul>