Analyze Your Investments

Consider where you have your funds sitting (Bank Account, Mutual Fund, Stocks, Bonds).

Consider the rate of growth today.

Consider the rate of inflation.

Are your investments growing at the rate you would like them to?

Cash - 0 CDs – 1.10% *1

Money Market Fund – 1.01% * 2

Savings Accounts -.95% * 3

As for retirement accounts, “if your return is greater 7% in absolute terms or if you get 3% above market returns, you have done pretty well.” * 4

1 -http://www.bankaholic.com/cd-rates/2 - http://www.bankaholic.com/money-market/3 -http://www.savingsaccounts.com/4 - http://www.savingtoinvest.com/2012/01/2011-average-401k-and-ira-returns-and-2012-performance-outlook.html

Today where ever you hold your investments, your return is

low….

Inflationinflation is a rise in the general level of prices of

goods and services in an economy over a period of time. When the general price level rises, each unit of

currency buys fewer goods and services. Consequently, inflation also reflects an erosion in the

purchasing power of money – Wikipedia

Inflation Ratethe inflation rate is a measure of inflation,

or the rate of increase of a price index such as the consumer price index. It is the

percentage rate of change in price level over time, usually one year. - Wikipedia

*http://inflationdata.com/Inflation/Inflation_Rate/CurrentInflation.asp

Current Rate of Inflation

I. Free Money

II. Tax Free MoneyIII. Tax-Deferred Money

IV. Taxable Money

The Smart Money Investment Order

Inheritance Lottery Matching 401k (contribute min to max match

no more!)

I. Free Money

Municipal bonds (poor returns and poor

diversification) Roth IRA (income limitations $4k max in per

year, $5k if older than 50. if income is over $110k individually or 160k family you are excluded.)

Permanent Life Insurance (more to come!)

II. Tax Free Money

III. Tax Deferred Money

401k Traditional IRA SEP SIMPLE Annuities Other

This is a great time to take advantage of the private banking concept. Growing your retirement investing in real estate is a smart investment choice. www.CreatingWealthinRealEstate.org

Click the link below this slide to learn more.

Income Taxed (Tax Qualified plans/Taxed

Deferred and Income) Capital Gains Taxed (Stocks, Mutuals, Real

Estate)

IV. Taxable

Municipal bonds (poor returns and poor

diversification) Roth IRA (income limitations $4k max in per

year, $5k if older than 50. if income is over $110k individually or 160k family you are excluded.)

Permanent Life Insurance

Tax Free Money

MLUV Properties, LLC

Learn 15 Ways Life Insurance Can Benefit You While You Are Still Alive

Join our exclusive mailing listClick the link below