Enroll in Creative Planning and America’s Best 401K

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Thanks for being on the Valley Team – you are important and valued!

We truly care about you and want to give you this valuable information about your amazing 401k Retirement Plan!  In return, please carefully review it, sign up, and by all means:

Don’t be one of the few to miss out by walking away from free money!

Helpful Information about your 401(k) Plan:

  • Outstanding Match: Valley matches 100% on your contributions up to a total of 5%
  • Modest Contribution: A $42 per week contribution for 1 year is estimated to:
    • Reduce your paycheck only by around $29
    • Yield $639 in annual tax savings
    • Produce annual balance of $4,368 ($2,184 contribution + $2,184 match)
    • With that 1 year of contribution alone, in 25 years at a 7% annual return:
      • Your $2,184 contribution produces a total balance of $23,706.99!   
  • Retirement Planning Tools: Here are some tools to help you calculate based on your situation:

If you’re having trouble, you can call our Benefits Team at (916) 779-1501. Or heck… even call the CEO, Steve, if you like, at (916) 505-7744. He’ll be glad to answer questions and help you, too!

For questions, call your personal financial adviser;

Jennifer Solis, CFP®
Education Consultant

solis@thinkingbeyond.com
Direct: 818.918.1164 | Fax: 913.338.4507
www.thinkingbeyond.com

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