Qualified Insanity™

 In 401(k), Boomers, Indexed Universal Life Insurance, Qualified Plans, Retirement Planning, Young Professionals

Helping people to live better and retire better really is my mission professionally.

More and more I’m finding that people I interact with in everyday life simply do not understand the retirement plans they have through their employer (like a 401(k) or IRA).  They don’t understand their exposure to 4 huge limitations or “Wealth Eroders” including: 1) Market Losses, 2) Future Tax Increases, 3) Fees & Expenses & 4) Liquidity Penalties.

I’ve recently authored a whitepaper called Qualified Insanity™ that discusses these limitations (hopefully in a simple, easy-to-understand way).  I’m inviting you to download a free copy of this paper and read it.  I welcome your thoughts and feedback.

Qualified Insanity

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