59-year-old Wants to Take NO RISK & Retire Tax-free in 8 Years with $9,000/month (can she do it?!)

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

⭐️ Case Study Details ⭐️

✅ Veronica is 59

✅ She has a small pension that will pay her $1,000/month at 65

✅ She wants at least $9,000/month of guaranteed income

✅ The market makes her nervous so she doesn’t want ANY money in the market

✅ She has $500k in a 401k & $400k in an investment account

✅ She already has long-term care

✅ She has $2,500/month of social security starting at age 67

⭐️ 60% Income Maximization Strategy ⭐️

✅ We will move 60% of her investments into a deferred income annuity ($540k)

✅ She will immediately get $54k added to the income value of that account ($594k)

✅ It will grow at a guaranteed 7% per year until she turns on the income

✅ At 67 the account will be worth $1.02M & will produce $5,800/month of guaranteed income for life

✅ The remaining 40% of her assets will grow to approximately $574k

⭐️ Results at age 67 ⭐️

Veronica has $9,300/month of guaranteed income + $574,000 of flexible spending money in retirement 🤯

⭐️ Bonus Tax-free Strategy ⭐️

✅ We also put $200k into a fixed interest vehicle paying 6.15% per year

✅ The interest from this money paid 100% of the cost of roth conversion (no risk)

✅ She was able to convert the ENTIRE income account over to a Roth IRA

✅ This enabled her to achieve her a goal of a tax-free retirement as well

Let’s chat 💬😎