63-year-old Couple Wants $10,000/month of Guaranteed Income in 4 Years… What does it take?!

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

⭐️ Here are the details ⭐️

✅ Jason & Serena are 63

✅ They want $10,000/month of guaranteed income at 67

✅ They want 40% of their retirement assets liquid & available for travel

✅ Serena has $550k in her 401k (she maxes out each year with a $5000 match)

✅ Jason has $600k in a traditional IRA that he maxes out each year

✅ They have $260k in cash

✅ They will collect $4,800/month of social security at age 67

⭐️ Guaranteed Income Strategy ⭐️

✅ $846k will be used to generate maximum retirement income at age 67

✅ At age 67 they have a guaranteed, lifetime income value of $6801/month

✅ They will never contribute another dollar to this

⭐️ Savings & Investing Strategy ⭐️

✅ They will continue maxing out their 401k & IRA accounts (taking advantage of catch-up contributions)

✅ Earning 6% per year, they will have approximately $909,004 (in addition to all of their guaranteed income)

⭐️ Results at age 67 ⭐️

At 67 Jason & Serena will have $11,601/month guaranteed income + $909k of flexible spending money in retirement

⭐️ Unexpected Options Available ⭐️

✅ They can retire 2–3 years earlier than they were planning

✅ They can spend the entire $909k seeing the world without a single worry of running out of money

✅ They can do some legacy planning to leave tax-free wealth their loved ones

✅ They can designate a portion of the assets they likely won’t spend to protect against a possible long-term care event

Let’s chat 💬😎