62-year-old Couple Creates $8k/month of Fixed Income for Life (with significant growth potential)‼️

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

💾 be sure to save for later 💾

⭐️ Here are the details ⭐️

☑️ Bonnie & Clyde are 62

☑️ They have a total of $5,500/month from Social Security immediately

☑️ They have $750k in rollover IRA’s

☑️ They each have $275k in their 401k

☑️ They have $200k in high yield savings

☑️ Fixed Income Goal: $8,000/month guaranteed for life

⭐️ Step 1: Safe Income Planning — Creating $8k/month for life ⭐️

☑️ $470k of their 401k dollars will be placed into an immediate income annuity

☑️ This guarantees them a 6.4% income payment for life!

☑️ This translates to $2,501 per month of guaranteed, lifetime income

+ They will have a total of $5,500 per month from Social Security

Bringing their total, guaranteed lifetime income to $8,000 per month

(with annual inflationary increases from Social Security)

⭐️ Step 2: Portfolio Planning — Supplemental Income & Long-term Wealth Building ⭐️

$1,030,000 of remaining retirement assets to be used however they choose!

⭐️ Options for this money ⭐️

☑️ Create a supplemental (flexible) income of about $3,400 — $5,150/month

☑️ Only withdraw market growth to preserve their principal investment

☑️ Utilize supplemental withdrawals to fund a tax-free wealth transfer for loved ones

☑️ Invest very aggressively for GROWTH (knowing their retirement income needs have already been met)

Whatever they decide to do they have Options, flexibility, and security

🔥 They know they have at least $8,000 per month of lifetime income

🔥 They also have more than $1M that can stay invested in the market for long-term growth

🔥 They also have the funds to protect themselves from a possible long-term care event

🔥 AND they are very likely to be able to leave some money to their loved ones as well

Let’s chat 💬😎