54-year-old Couple Wants to Know How Much Income $400k Can Produce at age 60, 65, & 70

(don’t forget to checkout the video of this case study too)

⭐️ Here are the details ⭐️

✅ Becky & Marcus are 54

✅ The want guaranteed income at some point in the future

✅ They received a $400k inheritance that they want to designate as retirement income

✅ The will receive about $4,000/month social security at age 67 (total)

✅ They both have Roth 401k that they contribute to regularly

⭐️ Guaranteed, Lifetime Income Value of $400k in the Future at various ages ⭐️

✅ age 60 = $35,129 per year (income account = $660k)

⭐️ guaranteed payout rate of 5.32% ⭐️

✅ age 65 = $54,280 per year (income account = 900k)

⭐️ guaranteed payout rate of 6.03% ⭐️

✅ age 70 = $70,345 per year (income account = 1.05M)

⭐️ guaranteed payout rate of 6.68% ⭐️

They aren’t exactly sure when they want to retire, but they know they will want some additional income in retirement 💰

With this strategy they can decide when the best time to turn this income source on is…

As well as when the best time to turn social security on is as well.

They may decide to create some more income with their Roth 401k’s or they may leave that money flexible and in the market for growth potential.

Let’s chat 💬😎