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Retirement Planning & Wealth Preservation

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2617 W Trenton Rd

Edinburg, TX 78539

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Although 401ks and other Defined Contribution Plans are very popular, lack of understanding is still a major problem. Few employees get involved enough or take the time to understand and monitor their plans. According to a recent AARP survey, 71% of people with 401ks didn't know they were paying fees for their retirement account. These fees can reduce their 401k balance by up to 30%. On top of that, without understanding the different investment options of the plan, they may pick the one that doesn't meet their risk tolerance and objectives. There are so many people who end up with poor results, and their retirement needs are not meet.

Wealth Preservation (Estate Planning)

Imagine you worked hard your entire life and built up an estate. You want to pass it on to someone, but it ends up with someone else due to your lack of planning. Thus, a Will or Trust is a tool for you to organize how you want your estate distributed when you pass away.

**In this class you will learn Defined Benefit Plans, Defined Contribution Plans (401k, 403b, 457), Traditional IRA, Roth IRA, IRA Rollovers, Simple IRA, Sep IRA, 529 College Saving Plans, and Estate Planning**

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2617 W Trenton Rd

Edinburg, TX 78539

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