The 401(k) Wealth Maximizer Strategy Offers:
More Investment Choices
Professional Guidance of Your 401(k) Portfolio
Potential Decreased Volatility & Increased Actual Returns
Increased Retirement Income By Possibly 30% to 40% (without saving any additional money)
More Confidence & Clarity So You Can Live Your Best Life in Retirement!
Utilizing the 401(k) Maximizer does NOT require you to move your assets outside of your existing 401(k) plan. (Your 401(k) assets stay within your existing plan)
Full Video Script:
Your 401(k) is likely to be one of your largest and most important retirement assets. We can’t wait to share two key concepts that have helped thousands of people like you maximize their 401(k).
The first concept is an opportunity that has recently become more readily available inside many 401(k) plans called a Self-Directed Brokerage Account.
Why could this help you?
Well, according to a vanguard study in 2014 called the Advisor Alpha, it was established that by engaging a financial advisor a person’s portfolio would do about 3% better than a “do it yourselfer”. In my opinion, this is a very valid study because Vanguard actually benefits by promoting the “do it yourself” approach.
The self-directed brokerage account inside your 401(K) could give you an opportunity to get professional advice and management on your 401(k) plan. This could help you possibly achieve a better return with potentially less volatility, and that could mean more money in retirement for you. And by the way, activating the self-directed brokerage option is super easy and can be done in a matter of minutes!
The second concept we want you to be ‘in-the-know’ about is called the volatility buffer or safe bucket. This concept helps you plan wisely for both the accumulation of your money AND the distribution of your money. Most people don’t think about distribution until they are ready to retire and if you address it earlier rather than later it could actually provide you with 30-40% MORE INCOME in retirement, but here is the thing, YOU DON’T HAVE TO SAVE ANY ADDITIONAL MONEY. JUST BY USING THIS STRATEGY, YOU WILL HAVE A BETTER CHANCE OF MORE INCOME IN RETIREMENT.
The way this concept works is to make sure you have a non-market correlated asset you can use for income in retirement when the markets are down. This way you do not have to liquidate your investment portfolio when the account has a negative return which will give you more income and make your money last longer.
Now, the way we have helped thousands of people like yourself is with our two complementary reports! First is a customized morningstar analysis of your 401(k) portfolio to help you assess your current investment allocation. AND second, is our 401(k) Wealth Maximizer report based on your unique situation and goals. This report will help you potentially increase your retirement income by 30 to 40% without having to save any additional money! Your IFW Concierge will help you get the reports and schedule a free review with a Financial Professional from the IFW Network.
Make sure to take advantage of this valuable opportunity that will surely help you live your very best life! Let’s GET THERE together!
Learn More About IFW’s 401(k) Savings & Investment Education Services
Maximize Savings Now for More Retirement Income Later
- Understand the differences between accumulation and distribution of your money
- Learn how to build more wealth without saving additional money
- Discover ways to use your savings without early withdrawal penalties
The IFW 401(k) Wealth Maximizer provides valuable financial education and proven strategies to help you unlock the greatest potential of your 401(k). It is designed to help protect your money from potential downside risks and maximize your future retirement income.
The IFW provides valuable financial education, resources, and services that help people live their best life.
Please remember, be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect. The fact of the matter is there are no “bad products” or “perfect products”. The right product is the one that aligns with your goals and objectives.
The Institute of Financial Wellness believes when it comes to financial decisions; never say “Never” never say “Always”…It Depends.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.