®
®
EMPLOYEE BENEFITS
ENRICHED 403(b)® RETIREMENT PLAN
Copyright 2003
TYPE:
The ENRICHED 403(b)® RETIREMENT PLAN incorporates IRC Sections 403(b) and 408A, in addition to the RICHINVESTMENT PROGRAM®.
Who would be interested?
Individuals that:
Want to eliminate 403(b) plan limitations... that detract from a more responsive and desirable financial security program, i.e.:
Pre-Retirement...................
Contribution withdrawals for large expenses - health care,
home, etc. are penalized.
Retirement..........................
Withdrawals are fully taxable.
Post-Retirement..................
Mandatory withdrawals are required by age 70½ or
penalties are invoked.
Unnecessary
Fees............... Certain
investment contracts have unnecessary fees - that
significantly detract from account accumulation.
Investment
Performance... Most individuals
don't have the adequate (1) time, (2)
knowledge or (3) product to satisfactorily manage their
accounts.
|
For more information or a proposal: Email: JER@fortunefinancialservices.com
Indiana 800-847-2702 Telephone: 812-378-4444 Fax: 812-378-4445 |
Security Sales licensed in the State of Indiana
Securities offered through Fortune Financial Services Inc., Member FINRA
1010 3rd Avenue, New Brighton PA 15066 · 724-846-2488
Richardson & Associates Inc. is independent of Fortune Financial Services Inc.
Copyright © 2001 Richardson & Associates Inc. All rights reserved.