INVESTMENTS FOR QUALIFIED PURCHASERS
The events of recent years have shown the vulnerability of investments in the stock market, bond market, housing market and commodities, all of which are traditional methods of building wealth for retirement.
However, there exists a non-traditional investment option, especially useful for retirement plan accounts and general investment purposes, that combines the overall returns of the stock market with the lower investment risk of a money market fund, making this investment unique among investments.
Because of special rules concerning the offering of such investments, they can only be offered to qualified purchasers, as defined under California law. You are a qualified purchaser if one or more of the following apply to you:
1) Your net worth (either individually or with your spouse), excluding your home, home furnishings and automobiles, but including all investments, all other property and assets, is excess of $250,000, OR;
2) Your net worth (either individually or with your spouse), excluding your home, home furnishings and automobiles, but including all investments, all other property and assets, is excess of $150,000, and your gross income during the immediately preceding tax years was in excess of $100,000, and you reasonably expect your gross income to be in excess of $100,000 during the current tax year, OR;
3) Your individual annual income was in excess of $200,000 in each of the two most recent years, and you expect such income in the current tax year.
If you are a qualified purchaser and you wish to meet with me to find out more about this investment alternative, please schedule a consultation with me using this link:
Schedule an Investment Consultation
I regularly offer seminars on this investment alternative in my offices in San Jose. To view available dates and times and to register for one of these seminars, use this link:
View Upcoming Investment Seminars and Reserve a Place
|