56-year-old Wants $7,000/mo of EXTRA Income @ 64 (+fully-funded tax-free retirement)

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

⭐️ Here are the details ⭐️

✅ Adam is 56

✅ He wants $7,000/month of EXTRA guaranteed income at 64

✅ He has $800k in an old 401k

✅ He has $105k in a Roth IRA

✅ He has $200k in a CD that just matured

✅ He has $250k in cash

✅ He will collect $2,400/month of social security at age 64

✅ He wants to retire tax-free (who doesn’t, right?!)

⭐️ Guaranteed Income Strategy ⭐️

✅ We will roll his old 401k into a deferred income vehicle (in an IRA account for now)

✅ The guaranteed income value at age 64 = $7,542/month for life

✅ + social security = $9,942/month of income for life

⭐️ Tax-free Retirement Strategy ⭐️

✅ Adam will perform 8 consecutive Roth conversions inside of his deferred income annuity

✅ This will ensure that when he turns the income “on” it’s all tax-free

✅ The annual cost to move money to the Roth IRA account in his annuity = $18,000/year

⭐️ Paying for the Roth Conversion ⭐️

✅ $292,000 will be moved from his CD and cash accounts into a guaranteed interest vehicle

✅ With a guaranteed interest of 6.15% per year, Adam will receive $18,000/year of interest

✅ This interest will pay the full cost of the Roth conversion allowing him to achieve a tax-free retirement

….and have an insurance company pay the full tax bill each year 🥳

⭐️ Results at age 64 ⭐️

Adam has $9,942/month of tax-free income + $555k of flexible spending money in retirement 🔥

The best part is that he will be able to collect social security completely tax-free as well as all of his other retirement money 👏👏👏

Let’s chat 💬😎