3 Reasons to Hire Real Estate Qualified Retirement Plan

Real Estate Agent with eXp Realty DRE# 01997670

Once someone hits a peak age, a necessity to retire will pop on the hop, therefore they will need a qualified retirement plan for investment opportunity. Most plan will lead you into a cozy retirement living, including real estate and home investment which may even make you fancier than ever.

Jose Rodrigues is one of the best financial professionals at World Financial Group (WFG) in Fresno, California. He states that more people are aware about how fascinating an investment works nowadays.

As a representative of about 200 financial institution local brokers in Fresno CA, he strongly presents that everyone needs a qualified retirement plan.

Linda Peltz as Fresno realtor had the opportunity to speak with Jose about long term retirement plan. Find out more of the discussion in video below!


In consequence, here present 3 reasons why you need a qualified retirement plan:

Pay Your Bills in Your Retirement

Talking about how much it will be able to help you with the bills depends on how much and how long your insurance has occurred. Yet, many a little will make a mickle.

Interestingly, in 2020, LIMRA, financial services industry advisor presentes that about 54 percent of all people in the United States were covered by some kinds of life insurance. Some of them haven't even retired at the moment. Yet, the private wealth manager is still able to help the bait a little.

Because you didn’t want to work to pay the bills forever, didn't you?

Built in Living Benefit Feature

Jose pronounces that built in living benefit feature means you don’t nesercaisly have to pass away in order to access those responsives. The term literally called ‘life insurance’ because you are still alive to enjoy the benefits.

It is one of the reasons why in the same year, LIMRA also states that 40 percent of insurance owners wished they had purchased their insurance policy at a younger age.

Further, you don’t need to impose your first child to help you with the bills once you are retired.

Qualified Retirement Plan

Qualified Retirement Plan Handle All of The Tiny Details For You

Learning about how investment, insurance, and any kind of financial world and terms works is not easy. Thus, the irresistible outcome is what you wanted.

You don't have to worry because signing up for a qualified retirement plan will equate to a  private wealth manager that will be able to help your family wealth management at the same time.

The best things of family wealth management plan is they are able to arrange:

  • Putting your financial analysis together,
  • Helps you figure out what your goals are,
  • Finding proper requirements for the future you.

And if you are on the way of making your own qualified retirement plan, they will presented you some suggestion such as:

  • The calculation of how much income you need in the future,
  • How much you are able to afford,
  • How to grow your money in the future,
  • How to arrange dismissal pay,
  • How much taxes you want to pay,
  • How to save more.

Linda found that the insurance statistic was just as much the same as real estate circulation. It baits as simple as you need to save more and spend more in order to earn way more higher in the future. If you need something, feel free to give us a shot, because we will always be around.

Jose Rodriguez



Linda Peltz - Fresno Realtor



Comments (1)

Kristin Johnston - REALTOR®
RE/MAX Platinum - Waukesha, WI
Giving Back With Each Home Sold!

Great information.  Thanks for sharing and enjoy your day!

Dec 08, 2021 06:52 AM