In today's world, job security isn't a guarantee. But what if there was a way to transform misfortune into opportunity? That's exactly what our case study participant, a 37-year-old man, did after experiencing job loss. Through strategic financial planning, we helped him roll his previous employer's 401k into a self-directed account. With a focus on building wealth and establishing a passive income stream, he not only secured his financial future but also leveraged it to invest in an MPI plan (Maximum Premium Indexing). This move has provided him with a safety net against future income disruptions, even health-related ones. Now, he's well on his journey toward financial independence, showing us all that it's possible to bounce back stronger, no matter the setback. Tune in to learn how you can do the same.
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If you want to achieve TRUE financial freedom, you're in the right place.
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If you're looking for How to invest tax free with your retirement account, or how to build retirement income that is TAX FREE, I'm here to help. Whether you have or need a self directed retirement plan, a self directed IRA, or self Directed 401k, you are in the right place.
My goal is to take something that seems so complicated and make it easy to understand. Please let me know how I'm doing and if you have any further questions you'd like me to answer here, or topics covered. I'm happy to do them and would appreciate the feedback.
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HOW TO CONNECT:
www.selfdirected.info
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DISCLAIMERS & DISCLOSURES
This content is for education and entertainment purposes only. Donnell does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
