Retirement

Triple Your Retirement Fund with the “1201(k)” Plan

By Charles Sizemore  |  August 15, 2019

You can be forgiven for getting nervous about your investments over the past week. Despite the fact that stock markets are nowhere near correction territory, volatility like we’ve seeing in recent days is a legitimate cause for concern.

That’s especially true when you couple the wild swings in stocks with bond markets flashing warning signs of recession.

From the standpoint of financial planning, we’re really in uncharted territory at the moment. And don’t let them fool you; no financial planner in business today is ready for this.

The current market conditions are unlike anything that has ever happened in the history of markets. Nobody really knows what to do. There’s no financial planner that really has a playbook for this.

When it comes to your retirement, a typical 401(k) plan is not designed to weather this kind of storm and provide you with decent returns.

As I wrote yesterday, it’s because financial planners are stuck with a rigid model that’s going to put you into bonds if you are old, and into stocks when you are young.

There is a better way, which could help you earn triple the yield of a typical 401(k) plan. And it’s what I like to call the “1201(k)” plan. With this, you can get ahead of the curve while others are stuck with models that don’t consider expected returns.

We’re getting there first.

Today, I spoke with out Senior Research Analyst, Dave Okenquist, to talk about the 1201(k) plan. Check out the video here:

And click here to learn more about the 1201(k) plan.

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Charles Sizemore

Income and Retirement Strategist, Charles Sizemore, CFA specializes on dividend-focused portfolios and building alternative allocations by finding value opportunities outside of the mainstream stock market.

Charles is the executive editor and portfolio manager for Dent Research's premium newsletters, Peak Income and Peak Profits.

He is also a frequent guest on CNBC, Bloomberg TV, Fox Business News and Straight Talk Money Radio, and has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post. He is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.

Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. MORE FROM AUTHOR