Heartland Investment Partners - August 2020

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to do with your retirement funds, make sure your decisions are rooted in logic, not fear or anxiety. If you don’t know where to start, contact a financial advisor for guidance. 3 GUIDELINES TO ENSURE A STABLE FUTURE

A few months ago, several news sources confirmed what savvy American businesspeople already suspected: The United States is currently in a recession and has been since February 2020. While a recession isn’t good for anyone, it’s especially concerning for those nearing retirement age. Those who were planning on retiring this year might be having second thoughts — for good reason. Rest assured, however, that if you’ve had fears about retiring this year, you can still go ahead with your plans as long as you keep a few things in mind.

DON’T WORRY ABOUT WHAT YOU CAN’T CONTROL.

Even for financial experts, the markets are notoriously hard to predict. Rather than expend energy wishing you could sway the market, focus on making changes where you have control. You can control where your assets are invested, when you claim Social Security, and how you spend your money, among other things. Think about how you can change these factors in your favor and don’t worry about the rest.

STRESS-TEST YOUR FINANCES.

While conducting a stress test might sound a little abstract, it’s something that many financial advisors can help you do with your retirement accounts. Stress-testing your finances can help you determine if now is the right time to retire or if it’s better to wait just a little bit longer. Even if things look bad right now, that could change in a year or two. As the market recovers, so do your chances of a peaceful retirement.

DON’T LET EMOTIONAL ATTACHMENT GUIDE YOUR DECISIONS.

Saving for retirement is almost inherently tied with joyful thoughts of financial stability in your golden years. So, when something like a recession threatens that security, it’s easy to react irrationally. Before deciding what

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USE YOUR IR

YES, YOU CAN

YOU HOW!

LET ME SHOW

The process of investing IRA or 401(k) funds in real estate has been around for years, and it’s a great way to get tax-deferred investment benefits. However, I’ve discovered this is new (or at least newer) information for many of my partners. I’ve also found that there’s a lot of confusion out there about the process of using retirement money to buy great investment properties. Many investors have questions or concerns that prevent them from getting involved in great deals. Luckily, if you’re considering jumping in, you don’t have to do it alone. You may recall that a few months ago, my team here at Heartland officially broke our annual record for the number of clients and partners who invested their IRA or 401(k) funds with us. We have years of experience with this process.

FREE “How to Invest My IRA in Great Apartment Communities” seminar where, in plain and simple English, I’ll go over how to invest your IRA or 401(k) in real estate. If you have an IRA or 401(k) that could use a little recovery or you’d like to see better returns than you’re getting now, this is the seminar for you! On top of the seminar itself, I’m offering a complimentary IRA kit for attendees who request it. This kit is full of great information to get you started on investing your retirement funds the right way. If you request a kit, I’ll make sure it’s sent to you immediately. To attend the seminar, simply join me at DarinGarman.com and watch my video on simple ways to invest your IRA or 401(k) in successful multifamily communities. If you know others who could benefit from this information, feel free to share the link with them as well!

I look forward to having you (or your friend or relative, etc.) at the seminar. I promise the information will be very beneficial in taking your IRA or 401(k) balance from where it is now to where you would really like it to be.

I’ll see you at DarinGarman.com!

–Darin Garman

So, how can you use this easy method to gain wealth quickly? To find out, you should attend my

2 DARINGARMAN.COM

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