Climbing the Mountain
of
Financial Independence

This is a True Story.

We wanted to teach and share with others what we had learned, to help us achieve those goals of Financial Independence.

About 12yrs ago or so, my wife and I decided, with inflation and other factors weighing in, that we were going to need more for our retirement years. Her TSA (tax sheltered annuity), with Great West

Retirement Services and pension from her employer, combined with my contributions, were not going to be equivalent to our current lifestyle. We found out through trial and error, we could borrow

against her TSA, at a 10% interest rate. Therefore, we came up with a strategy that would not only make the monthly payments, without coming out of pocket, it also repaid the entire loan after a 12mo

waiting period and gave us enough of a return on Investment which has grown substantially into a 6 figure account. Great West doesn’t allow repayment of the loan any earlier than 12mos. So be sure to

know the answer to that question before you borrow against your investment plan. Some of the statistical facts you are about to read, have since been researched by us as time moved forward.

Did you know that consumers may tap into their retirement accounts and can take a loan from their 401K, IRA, Life insurance policies, stock portfolio’s or some other form of their retirement accounts,

worth up to 50% of the amount invested. There are no tax consequences for a loan in good standing. But, if a borrower defaults, the loan is considered a withdrawal and subject to the same tax

penalties as ordinary income. Statistically speaking, there are currently about 2 million managed accounts, and we at Retire Platinum forecast for that to rise to about 10 million accounts over the next

couple of years. Some of the nation’s largest retirement plan administrators, such as Great-West Retirement Services and Fidelity Investments, are seeing double-digit spikes in withdrawals and increases

in loan requests, a sharp departure from levels that traditionally varied little in years past. We at Retire Platinum can show you how such a loan can be repaid without coming out of pocket and the

possibilities of producing a higher yield than the 401K or other retired investment savings opportunity you have borrowed from. In making the most of your retirement savings, most people benefit from

investing at least a portion of their current portfolios in a money managed account that may consist of commodities, futures and or forex accounts. Managing your own stock or bond portfolio, however,

requires more knowledge and time than most people have. Many investors may like the approach of using sentiment to invest a portion of their assets, however, they cannot find the time to follow many

of the moves in their personal portfolios. That’s why they have financial advisors. Unfortunately, most financial advisors really aren’t interested in what is going to be the greatest benefit for you, their

client. There only interest is what’s in it for me type mentality. The next time your financial advisor suggests you make a particular investment, ask your advisor if they are invested in that same

investment. We think you will be amazed at the answer.

Fortunately, there are ways to put your retirement money in the hands of professionals. That’s where we can help you make those decisions. We have taken the guesswork out of the equation. We

have spent hundreds of hours researching and interviewing, looking for the Best of the Best money managers and CTA’s (commodity trading advisor) to provide the sometimes ever elusive reasonable

rate of return or steady growth that we are all trying to achieve. We back up our statements through your assurance of knowing, that we are invested in these programs as well.

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