Retirees Lock in (at least) 38% More Retirement Income in 7 Years (& remove market risk)

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

💾 be sure to save for later 💾

⭐️ Here are the details ⭐️

✅ Tim & Liz are 60 and 55 Respectively

✅ They want $10,000/month of retirement income in 7 years

✅ Both will take Social Security at the same time ($5,000/month)

✅ They bought long-term care coverage with an inheritance 2 years ago

✅ Tim has $1.1M in his 401k which he is maxing

✅ They have $400k in non-retirement accounts

✅ They are comfortable having some money in the market (just not all of it)

⭐️ Market Independent Income Strategy ⭐️

✅ $825k goes into an A+ rated income annuity to ensure future income in 7 years (from the 401k)

✅ The annuity value will be worth $1,413,581 in 7 years

✅ This will provide them $6,669/month of guaranteed income for life

⭐️ Important to note ⭐️ This is THEIR money, not an insurance company’s‼️

So they don’t have to take income if they don’t want….

AND, if both of them pass away early, their loved ones will receive 100% of the proceeds of the contract.

⭐️ But Maybe We Can Do Better in the Market⁉️⭐️

If they instead keep that $825k invested in the market and earn 10% every year for 7 years…

They will have about $1.6M of which we can safely withdraw 4% per year from.

Which translates to: $5,358/month (not guaranteed to last for life).

✅ So the Income Annuity guarantees 38% more income (or more)‼️

Which means more liquidity, more flexibility for retirement money, and more tax-free wealth transfer capabilities. 🩷

So they completely eliminated the market risk from their future INCOME, and here are the final results….

⭐️ Retirement Results ⭐️

$11,666/month of guaranteed income + $1.3M of additional funds to spend, give away to loved ones, or a combination of the two.

Let’s chat 💬😎