Kiawah Golf Investment Seminars

Retirement Ready Income Investing: FREE Analysis and Training Sessions

2
Submitted by The Investment Shadow | RSS Feed | Add Comment | Bookmark Me!

Can YOU make this "Retirement Readiness" Statement:

"neither a stock market downturn nor higher interest rates will have a significant impact on my retirement income”

Unfortunately, YOU can't get there with Mutual Funds or ETFs; not even the most popular Target Date Funds can get YOU "Retirement Income Ready".

STOP THE BLEEDING: YOUR RETIREMENT PROGRAM HAS BEEN LEAKING OIL FOR NEARLY 13 MONTHS... probably much longer

 

--------------------------------------------------------------   

I'll provide a FREE "Retirement Readiness" analysis of your portfolio... you won't believe how little income your current investment program provides.

Contact Steve (sanserve-at-aol-dot-com) to make arrangements for your private, portfolio specific, analysis

 --------------------------OR----------------------------------

Send me an email to receive a free video based on my IRA portfolio, currently producing far in excess of the RMD I'm withdrawing... the epitome of "retirement readiness"

For Individuals: This is the retirement income planning program you've been looking for, perfect for your IRA, or rollover 401k program. Keep in mind that the very best (and cheapest) Target Date Retirement Funds provide YOU wth barely 2.0% in spending money... your withdrawals requirements will likely be 4% or more.

 

MCIM income portfolios pay roughly 6%, after expenses, and with far less exposure to the stock market than you have right now. 

For Retirees & Soontobes: What good is wealth without income? Learn how to create a safer and more secure cash flow, one that can keep up with most inflation scenarios. 

------------------------------------------------------------------

Investment Manager Steve Selengut is the Author of:

The Brainwashing of the American Investor: The Book that Wall Street does not Want YOU to Read. Buy the book here. 

---------------------------------------------------------------------

For Hundreds of Investment Income Production Articles, open "About Steve Selengut" above, and click "Search Steve's Articles


 
Kiawah Golf Investment Seminars
3912 Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509
Contact Steve directly for additional information: 800-245-0494
Please join the private article mailing list

Please read this disclaimer:
Steve Selengut is registered as an investment adviser representative. His assessments and opinions are purely his own. None of the information presented here should be construed as an endorsement of any business entity; the information is only intended to be educational and thought provoking.

Please join the private article mailing list or Call 800-245-0494 for additional information

MCIM Self Directed 401k & IRA Programs

Take a free tour of a professional investment managers' private SEP IRA program during eight years surrounding the financial crisis:

CLICK HERE

In developing the investment plan, personal financial goals, objectives, time frames, and future income requirements should all be considered. A first step would be to assure that small portfolios (under $50,000) are at least 50% income focused.

At the $100,000 level, between 30% and 40% income focused is fine, but above age 50, the income focus allocation needs to be no less than 40%... and it could increase in 10% increments every five years.

The "Income Bucket" of the Asset Allocation is itself a portfolio risk minimization tool, and when combined with an "Equity Bucket" that includes only IGVSI companies, it becomes a very powerful risk regulator over the life of the portfolio.

Other Risk Minimizers include: "Working Capital Model" based Asset Allocation, fundamental quality based selection criteria, diversification and income production rules, and profit taking guidelines for all securities,

Dealing with changes in the Investment Environment productively involves a market/interest rate/economic cycle appreciation, as has evolved in the Market Cycle Investment Management (MCIM) methodology. Investors must formulate realistic expectations about investment securities--- by class and by type. This will help them deal more effectively with short term events, disruptions and dislocations.

Over the past twenty years, the market has transitioned into a "passive", more products than ever before, environment on the equity side...  while income purpose investing has actually become much easier in the right vehicles. MCIM relies on income closed end funds to power our programs.

To illustrate just how powerful the combination of highest quality equities plus long term closed end funds has been during this time... we have provided an audio PowerPoint that illustrates the development of a Self Directed IRA portfolio from 2004 through 2014.

Throughout the years surrounding the "Financial Crisis", Annual income nearly tripled from $8,400 to $23,400 and Working Capital grew 80% $198,000 to $356,000.

Total income is 6.5% of capital and more than covers the RMD.

https://www.dropbox.com/s/b4i8b5nnq3hafaq/2015-02-24%2011.30%20Income%20Investing_%20The%206_%20Solution.wmv?dl=0

Managing income purpose securities requires price volatility understanding and disciplined income reinvestment protocals. "Total realized return" (emphasis on the realized) and compound earnings growth are the key elements. All forms of income secuities are liquid when dealt with in Closed End Funds. 



Associated Content:
The Economic Impact Of Politics On Investing - Just six short months from now we will be asked to elect a leader for the still most powerful econom...
Investment Grade Value Stocks... 3.95 Times the S & P 500 thru June - The IGVSI is a barometer of a small but elite sector of the stock market called Investment Grade Val...
Ten Time-Tested Investment Portfolio Risk Minimizers - Most investment mistakes are caused by basic misunderstandings of the securities markets and by inva...
How To Minimize Risk: A Formula For More Productive Investing - Risk minimization requires the identification of what's inside a portfolio. Risk control requires de...
Cruise Control Hedging: The Basics of Investing - Risk is compounded by ignorance, multiplied by gimmickry, and exacerbated by emotion. It is halved w...
The Investment Gods Are Still Furious - Today's obsession with short-term blinks of the investment eye is Wall Street's attempt to take the ...
Stock Market Correction Enters Month Thirteen; CEF Rally Continues - What happens in the future is unpredictable, but understanding the past and how it impacts your uniq...
Income and Equity CEFs Achieving New 52-Week Highs - The New High and New Low issue stats can identify weaker and/or stronger sectors within the Investme...
IGVSI Issue Breadth Weaker in May - IGVSI breadth statistics signal changes in direction within Investment Grade Value Stocks only --- a...
Market Malaise Enters Year TWO... Energy Sector, Income CEF Rallies Continue - The fewer IGVSI equities at bargain prices, the stronger the market and the more Smart Cash that sho...

Please read this disclaimer:
Steve Selengut is registered as an investment advisor representative. His assessments and opinions are purely his own and do not represent the views of any other entity. None of his commentary is or should be considered either investment advice or a solicitation of business. Anyone seeking individualized investment advice should contact a qualified investment adviser. None of the information presented in this article is intended to be or should be construed as an endorsement of any entity or organization. The reader should not assume that any strategies, or investments mentioned are any more than illustrations --- they are never recommendations, and others will most certainly disagree with the thoughts presented in the article.