In this episode, Amy explores the concept of abundant retirement, offering listeners a fresh perspective on traditional retirement accounts like 401(k) and IRAs. Amy challenges the conventional wisdom surrounding retirement planning, urging listeners to rethink their assumptions and take control of their financial futures. 
She highlights the downside of relying solely on tax-deferred accounts, emphasizing the impact of inflation and tax brackets on retirement savings. Amy introduces the concept of self-directed IRAs and the solo 401(k), which allow investors to diversify beyond traditional paper assets into real estate, precious metals, businesses, and more. She also walks us through some practical examples of their benefits and how to take advantage of them. 
Ultimately, Amy encourages everyone listening to know their options so they can make the most informed choices that align with their vision of abundance in retirement.

Key Takeaways:

The downsides of 401(k) and IRAs
How inflation and tax brackets create risks in your retirement plans
Are paper asset portfolios really diversified?
How to open up a portfolio of options beyond stocks, bonds, and mutual funds
The benefits of solo 401(k) and self-directed IRAs
How to benefit from previous employer’s 401(k)
The benefits of alternative investments that financial institutions aren’t telling you

Useful Resources:

401(k)aos by Andy Tanner
eQRP Solo 401k custodian (use my link to get a discount - I receive NO benefit for referring you)
uDirect IRA self directed IRA custodian
Madison Trust self directed IRA custodian 


Connect with Amy Sylvis:
sylviscapital.com
sylviscapital.com/webinar 
linkedin.com/in/amysylvis

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